Preparation - Planning - Advisory
Preparation - Planning - Advisory
Submit, review, and complete your tax returns electronically with a phone interview and a final review prior to filing. The process works as follows:
1. Submit your documents using one of the following:
2. Setup a call or a Zoom meeting to review any outstanding questions and/or recommendations.
3. Receive a pdf and/or paper copy of your tax return and electronically sign for filing after a final review of your taxes.
We prepare tax returns such as 1040, 1041, 1065, 1120, 1120S, 990, and more.
Tax Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.
Tax Saving Strategies can help clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.
As you think about your business, an accountant becomes the important key to taking the best next steps. We can discuss your business's organization, tax purposes, operations, target pricing, and profit margins.
Sole proprietorship
Partnership
Limited liability company (LLC)
Corporation: C corp, S Corp
Nonprofits 501(c)(3) corporations