Tax Advisory

Proactive Tax Strategies: Tax laws are complicated and perpetually moving targets. That’s why every decision we make on your behalf takes into consideration any potential tax implications. We integrate custom tax guidance with your overall wealth management and tax planning strategies. This approach helps ensure all aspects of your tax and financial life are working together to help you make the most of your wealth.

We help our clients with the following services:

  • Prepare your tax return with our professional software
  • Adjust or catch up your business or investment bookkeeping records so they are tax-ready
  • Check for every deduction you are eligible for
  • Double- and triple-check your tax return’s accuracy
  • Review any red flags generated by our tax software and inform you of any that might increase your risk or review or audit
  • Explain the complex in an understandable way so you can feel confident you’ve made the right decision
  • Electronically file your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
  • Provide you a link where you can check on your refund status
  • Keep you informed of due dates within the scope of our engagement with you so you can stop worrying whether you’ve forgotten to file something important
  • Answer your questions and explain your options
  • Help you with recordkeeping requirements
  • Provide year-round access to copies of your returns should you need them to purchase a new house or take out a loan
  • Be available to call or email year-round for additional tax questions or services
  • Help you adjust your tax withholding amounts for next year
  • Calculate estimated tax payments you may need to make to reduce or avoid penalties for next year
  • Make tax projections throughout the year so there are no surprises
  • Meet with you to determine ways to reduce your tax bill for next year
  • Provide you with deductions you may be able to take next year to reduce your taxes

Tax Fraud

No matter who you hire to do your taxes, please be careful of the rampant frauds surrounding the IRS each year.  The IRS will never call you about your return. Do not provide any private information over the phone to people you don’t know, even if they say they are from the IRS.

Here’s a web page form the IRS to educate you about tax scams and abusive preparers so you don’t become a victim of fraud.  https://www.irs.gov/compliance/criminal-investigation/tax-fraud-alerts

Tax Planning

We’re committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do.  And some of the biggest savings can come when we work together and plan ahead.

We offer proactive tax planning suggestions to save you money when tax time comes.  Please give us a call any time of the year, so we can start finding ways to save you money.

Tax ID Numbers

All taxpayers need ID numbers to file their taxes. Individuals need a Social Security number or an ITIN. Businesses need a Federal employer identification number. If you need help acquiring these IRS IDs, we can help.

Complimentary Consulting Session

To get a free estimate or quote or to discuss any of these services, please give us a call or email us.  We’ll set up a complimentary, no-obligation initial session so you can find out more about how we can help you with your tax return preparation, filing, and planning needs.