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Individual & Corporate Tax Preparation and Planning |
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| We make the process simple and easy for you |
| Step 1: |
Call, email or complete the “Contact us” form |
| Step 2: |
We will set up an appointment to see you and get to know you better |
| Step 3: |
We will send you a customized tax return check list based on our conversation that will help you gather information |
| Step 4: |
We will set you up with a secure client folder so that you can upload or email information to us. |
| Step 5: |
We will complete your tax return and set up an appointment with you to explain your tax return. |
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| Tax Preparation |
| Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. We not only prepare your tax return but also review the tax return with you and suggest ways to reduce your tax liability. |
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| Receipt Manager |
| To show our commitment of making Accounting and Tax easy we have developed a tool we call the Receipt Manager. The Receipt Manager is a technological application that we developed which allows you to take a photo of a receipt from your smart phone and email it to a personalized database that will automatically save and file it for you. You then don't have to worry about forgetting to deduct and save any receipts. It is important for you to maintain records and proof of expenses to confidently deduct expenses on your tax return. |
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| Tax Planning |
| 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. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year. |
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