Our tax consulting service offers professional assistance to businesses and individuals who need help with their tax planning, preparation, and filing. Our team of experienced and qualified tax consultants will work with you to understand your tax needs and help you achieve your financial goals. We provide a comprehensive range of tax services, including…
- Tax Preparation & Planning: Our tax consultants will work with you to develop a tax strategy that minimizes your tax liability and maximizes your tax benefits. We will also prepare and file your tax returns accurately and on time.
- Tax Compliance: We help ensure that your tax records and documentation are in compliance with the relevant tax laws and regulations. Our team will help you navigate through complex tax regulations and reporting requirements to ensure your compliance with the tax authorities.
- Tax Dispute Resolution: We can help you resolve any disputes or issues that may arise with the tax authorities, including audits, investigations, and tax controversies. Our team will provide expert representation and advocacy to protect your interests and help you achieve the best possible outcome.
- Taxation Advice: Our tax consultants will provide you with expert advice on taxation matters, including tax credits, deductions, and incentives. We can also advise you on the tax implications of specific business decisions or transactions.
- Tax Management: We can help you manage your tax obligations by providing ongoing support and advice on tax-related matters. Our team will work with you to identify opportunities for tax savings and assist you in implementing strategies to manage your tax burden effectively.
We understand that each client has unique tax needs, and our tax consulting services are tailored to meet those needs. Our goal is to provide you with high-quality, personalized tax advice and support that helps you achieve your financial objectives. Contact us today to learn more about our tax consulting services and how we can help you.
Tax Preparation
Mastering your taxes doesn’t have to be a headache. Our virtual tax preparation service offers the best of both worlds: easy online filing with the added bonus of working one-on-one with a tax professional.
Your security is our number one priority. That’s why we only use secure, encrypted portals to exchange documents and data. After receiving your information, we will draft your tax return and call you to discuss changes or answer any questions. We can communicate with you either by phone, e-mail or Zoom.
You have the option to either pay your tax preparation fees directly or Pay-by-Refund. We also offer Taxpayer Advance Loans up to $7,000! The following are steps to getting your tax return completed.
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Step 1 – Phone/Zoom Consultation |
During this scheduled interview, we collect basic information about you. When you discuss your tax situation with your tax professional, you will need to provide information about your income, deductions, credits, and anything else that may affect your taxes. This information will help your tax professional determine what type of return needs to be filed and how to maximize your refund or minimize your liability. |
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Step 2 – Client Portal Invitation |
Log into the client portal to review and accept the engagement letter. This document outlines the services to be provided and the fees for those services. It also explains the process for completing your return and addresses any questions you may have. Instructions for accessing the portal can be found by clicking here. |
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Step 3 – Questionnaire |
Once you have reviewed and accepted the engagement letter, you will need to pay the deposit and complete a questionnaire providing additional information about your tax situation. This questionnaire is used to prepare your tax return and ensure that all the necessary information is included. |
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Step 4 – Upload Documents |
After the questionnaire is completed, you will need to upload any supporting documents that may be required. These documents may include W-2s, 1099s, receipts for deductions, or other financial statements. Once all of the supporting documents have been uploaded, your tax return can be prepared. We will provide you with an initial assessment of your expected return and what will either be owed or refunded, along with an invoice for the preparation fees. |
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Step 5 – Review |
After we receive payment on the invoice, your complete tax return is prepared, and you will need to review it for accuracy. This is important to ensure that all the information is correct and that you are getting the maximum refund or minimizing your liability. After you have reviewed your return, your taxes will be electronically filed with the IRS. |
Tax Planning
When it comes to tax planning, there are a variety of strategies that can be employed to help individuals and businesses minimize their tax liability and maximize their after-tax income. Our comprehensive tax planning services are designed to help our clients navigate the complex tax landscape and identify opportunities to save money.
The first step in our tax planning process is to gather relevant financial information from our clients. This might include income statements, balance sheets, investment portfolios, and other documents that provide a comprehensive overview of our clients’ financial situation. Based on this information, we can then develop a customized plan for the year projection, which takes into account our clients’ specific financial goals and tax needs.
One of the key benefits of our tax planning services is the ability to run one or two different scenarios to illustrate potential savings opportunities. This allows our clients to see how different strategies might impact their tax liability and overall financial picture. For example, we might run a scenario where a client takes advantage of all available deductions and credits, and another scenario where they do not. By comparing the two scenarios, our clients can gain a better understanding of how different strategies might impact their financial outcomes.
Before & After We’ve Worked with our Clients
Ultimately, our goal is to help our clients minimize their tax liability while still achieving their financial goals. By working with us to develop a customized tax plan and explore different scenarios, our clients can feel confident that they are making informed decisions and maximizing their after-tax income.
Bookkeeping
Small business owners and independent contractors often struggle with bookkeeping and may not have the time, expertise, or resources to manage their financial records effectively. This can lead to errors, missed deadlines, and potential tax liabilities.
Are you tired of spending hours on bookkeeping every week, only to find mistakes and discrepancies in your financial statements? Do you worry about missing tax deadlines or facing penalties for inaccuracies in your records? Do you wish you had more time to focus on growing your business instead of managing your books?
Bookkeeping is an integral part of minimizing tax liabilities as accurate financial records can help identify potential deductions and ensure compliance with tax laws and deadlines. Our bookkeeping service can help professionals manage their finances effectively, save time and money, avoid errors and penalties, and gain valuable insights to grow their businesses.
Countdown to Tax Deadline
Tuesday, April 18, 2023
NOTE: Due May 15, 2023 for California Flood Victims