Our CPA Tax Preparation Services
Whatever your reason for seeking tax assistance, we’re happy to help in the following ways, among others:
File your income taxes and maximize your refund
While many individuals depend on getting some back on taxes, others just hope they don’t have to pay too much. As your trusted service providers, here’s what we can do for you:
- Prepare and file accurate tax returns
- Calculate estimated taxes for self-employed small business owners
- Develop tax planning strategies that help you achieve your financial goals
- Set up electronic filing and direct deposit for a faster refund
- File extensions and help you avoid fees and penalties
File your business taxes before the deadline
As a small business owner, you work hard — there’s not a lot of free time to reconcile bank accounts and generate balance sheets. We can take the stress off your shoulders by helping with the following:
- Prepare and file state and federal income taxes according to the type of partnership (i.e., LLP, LLC, GP, etc.)
- Make sure you’re in compliance with local and state sales tax
- Calculate payroll tax
- Explore tax planning strategies for minimal tax liability
- Help you make profit and loss statements
- Factor in mergers and acquisitions
Navigate and resolve issues with the IRS
No one likes being in trouble with the IRS, but we can make it less painful by resolving the following issues:
- IRS audits
- Back taxes
- Delinquent tax returns
- Unfiled tax returns
- IRS liens and levies
- Wage garnishment
Prepare your estate and trust taxes
Life has a way of throwing us curve balls, which is why you shouldn’t wait on estate planning. Here’s what we can help you do to help secure your loved ones’ futures:
- Allocate assets to spouses, children, trusts, and charities
- Ensure your financial goals are being met
- Review gift tax returns and strategies
- Start your business succession planning
- Manage the assets within your trust
- Handle your trust income and estate tax returns
Save you money
If you feel like you’re throwing away money every time you do taxes by yourself, you’re not alone. Our tax system is extremely complex, and individuals miss out on savings opportunities all the time. Here’s what we can do:
- Analyze your tax status to ensure you’re receiving every deduction and tax credit you deserve on your tax return
- Establish an IRS-compliant record-keeping system
- Develop year-round tax planning practices to slash your tax liability
- Audit your current paycheck withholding and make changes to more closely match your tax status and help you keep more of what’s yours
- Explain how retirement contributions, pension plans, and similar plans can help defer tax liability
- Help you earn tax-exempt income through strategic investments
Handle your IRS audit
If you’re being audited by the IRS, don’t panic — we can act as an intermediary between you and the auditor. Here’s what we can do:
- Help find the necessary financial statements
- Handle all audit correspondence to reduce the risk of additional liability
- Complete the necessary steps to minimize your tax liability
- Appeal their decision, if necessary
In addition to these tax assistance services, we provide tax relief for non-filed tax returns, real estate taxes, back taxes owed, IRS liens, payroll tax problems, wage garnishment, levies, repayment plans, and seizures. We can also help you navigate your taxes in the event of bankruptcy, pursue innocent spouse relief, and get your IRS file. Have tax questions? Feel free to contact us.