Tax Preparation &
Tax Planning Services
Customized Tax Preparation & Strategic Tax Savings Plans
What Will You Get?
We offer professional tax preparation services via secure online software. Our experienced tax partners will review your individual and business tax returns for accuracy and compliance with federal & state tax laws.
Tax Planning clients will receive a detailed financial assessment of their situation, a customized written tax reduction strategic plan and on-going tax mentoring throughout the year.
Interested in more? Submit a client application today.
Frequently Asked Questions
Is Tax Planning the same as Tax Preparation?
No, tax planning is a proactive tax reduction strategy that creates tax savings for individuals and businesses throughout the year. Most tax planning begins at least 2-10 months prior to preparing and filing your tax return.
Doesn't my CPA already provide Tax Planning Services To Me ?
No, over 90% of CPAs do not offer this specialized service to their clients. Many CPA firms tend to focus on the volume of clients served, preparing clients' monthly financial statements and on preparing and filing tax returns.
What Should I Expect During the Initial Consultation?
If you become our client, you can expect a 45-60 minute consultation which will allow our team to collect data regarding your personal finances and/or business, identify applicable tax deductions/credits and begin calculating potential tax savings.
Is Tax Return Preparation Included?
No, tax return preparation is not included in Tax Planning Services. However, for a separate fee we can prepare and e-file your individual and/or business federal and state tax returns for you.