Tax Planning & Preparation
Exclusive Services
Our mission with tax preparation is simple: to provide you ease of service with open communication and the most for your refund.
1
Individual Simple Return
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Tax Preparation- Individual or Self Employment
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State/Local and Federal Filing
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Supported E-Filing
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24 hour guaranteed e-file status after all documentation received
2
Individual complex returns
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Tax Preparation- Individual or Self Employment with 4 or more sources of income
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State/ Local and Federal Filing
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Supported E-Filing
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24 Hour e-file status after all documentation received
3
Busness basic
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Tax Preparation
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State/Local and Federal Filing
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E-Filing
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Call to discuss
4
Business expertise
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Tax Preparation
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State/Local and Federal Filing
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E-Filing
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Call to discuss
5
Tax Planning
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Year- Round Deduction Monitoring
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Optimize Tax withholdings for your tax brackets
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Identify tax exempt investing options
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Recommendation of tax strategy for deferring tax liabilities
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Mid Year company financial review and tax liability status
