Tax Preparation

 

Filing tax returns can be a stressful experience, with numerous forms and confusing instructions. While software programs can assist, there’s no substitute for personalized service from a seasoned tax professional.

When you choose our tax preparation services, you can expect:

• Accurate preparation of all required forms, with precise calculations.
• Maximized deductions and credits to ensure you receive the full benefits available to you.
• Electronic filing for faster refund processing.
• Payroll withholding adjustments to ensure the right amount is sent to tax authorities.

• Customized financial advice to help you optimize your future tax returns.

 

For sole proprietors, we provide support for organizing your books, preparing your Schedule C, and establishing a streamlined system to maintain financial records moving forward.

 

Tax Planning

 

Effective tax planning is crucial for minimizing your tax liability. Our team works closely with businesses and individuals to identify strategies tailored to your unique financial situation, such as:

• Income splitting among family members or entities to take advantage of lower tax brackets.
• Timing income and expenses to benefit from lower tax rates.
• Leveraging tax-advantaged investments to defer or reduce tax liabilities.
• Tracking deductible expenses to ensure every eligible item is claimed.
• Utilizing tax credits to further reduce your tax obligations.

 

Let us help you proactively structure your finances to retain more of your hard-earned money.

 

Tax Problems

 

Facing tax issues can be daunting, but ignoring them only makes matters worse. Common challenges include:

• Missed tax filings for previous years.
• Inability to pay owed taxes in full.
• Non-payment of payroll taxes.

Our approach includes:

• Reviewing prior tax years to ensure all filings are accurate and up-to-date.
• Retrieving tax records from authorities discreetly to assess your situation.
• Negotiating solutions tailored to your circumstances, such as:

1. Offers in Compromise: Settle tax debt for less than the full amount owed.

2. Payment Plans: Protect your assets while resolving your liabilities over time.

3. Penalty and interest relief: Reduce the financial burden associated with overdue taxes.

4. Innocent Spouse Relief: Protect individuals from liabilities incurred by their spouse or former spouse.

• If necessary, exploring bankruptcy protection to address unmanageable debts.

 

Addressing your tax issues now can prevent larger problems later. We’re here to guide you through every step.

 

 

IRS Audit Representation

 

Being selected for an IRS audit can feel overwhelming. Our experienced professionals will:

• Take the lead in communications with the IRS.
• Use their deep understanding of tax regulations and procedures to advocate on your behalf.
• Ensure a fair and efficient process, minimizing unexpected outcomes.

With our representation, you can face audits confidently and avoid unnecessary stress.