Tax Planning and Tax Returns Done Right
There is nothing more important than proper tax planning to get the most our of your tax returns. This must happen before a year ends! When tax season is upon us, it is too late to do anything about our tax position – we could be receiving MORE refunds and paying no or LESS tax if we properly planned. Proper tax planning also often leads to proper retirement planning and savings in the form of retirement contributions. Don’t short change yourself and your financial position by not properly planning BEFORE the year ends.
If you are an existing client, you already know we can often save you more money than we cost you when tax planning is part of our overall service engagement. You save even more money by reducing your tax liabilities. On top of this – you save even more by putting money back for your future retirement – money that is yours and not the IRS’s!!
If you are not currently a client, then send copies of your prior year tax returns (2 years is even more helpful) by scanning and e-mailing us at firstname.lastname@example.org or allowing us to create you your own private portal with us and then you can upload your documents to our secure portal. We will review and respond to you FREE OF ANY CHARGES! We will let you know what we think could be helpful and what we can do to help you along the way. We are that confident we can help you! We believe in providing value added services to our clients. Let us take a look today!
Individual Tax Returns
Our rates are affordable and more competitive than any of our large national competitors. Our tax advisors and preparers are all certified professionals and here all year long to:
- Help you save money by paying less tax
- Answer questions about your federal tax return
- Address any concerns you may have
- Respond to IRS and State tax notices
- Plan for year-end tax requirements
- Get to know you and your unique accounting needs
- Make filing taxes EASIER than with any other local CPA firm!
File Your Income Taxes From Anywhere
Step One – Gather your tax information.
Step Two – Send us your individual tax information.
- Option A Scan and email to email@example.com
- Option B Mail to Attention: Tax Department
- Option C If you live nearby – then Drop By – we have a Quick Check In Process
- Option D Create a secure portal to upload your information
- Option E Fax your information to: (501) 716-2910
Step Three – Sit back and let us do the prep work for you.
Step Four – We will notify you when your tax return is completed by one of our certified accountants and will walk you through your filing and refund or payment options. We can upload shadow copies of your return to the secure portal for your review before the returns are finalized. We will send final copies of your returns to the portal for your easy retrieval.
Step Five – Now take comfort we are here to answer all of your tax questions ALL year long and be prepared to start tax planning with us in the fall! Have a great year.