Services
Tax Planning
We offer tax advice throughout the year to help you with your tax strategy. These consultations deal with various “what if” conversations that help you to understand and plan your finances.
We can provide an estimate of the coming year’s income, tax and withholding and make recommendations regarding withholding and estimated tax payments to ensure you prepay your tax liability. This helps to avoid penalties and affordability issues at tax time.
Tax Preparation
We have a robust process for onboarding new clients and serving existing clients in personal and business income tax preparation. We can serve clients who live anywhere by preparing their federal and, if required, state income tax returns. Some of the tools that we use include online appointment scheduling, secure file sharing, client mobile app, electronic signatures, and secure tax messaging.
We back our services with a satisfaction guarantee. If we make a mistake, we will correct it at no charge. If our mistake results in IRS penalties, we will cover those.
Tax Issue Resolution
We provide free IRS account monitoring to all clients. With your authorization, we will monitor your IRS account transcripts regularly and provide clients with status reports with our appraisal and recommendations.
If an issue arises, we will research the issue and assist in resolution. This can involve preparation and submission of forms, letters, etc. If the issue requires IRS representation, we subcontract for those services. In either case, we are your single point of contact throughout the process
