Tax Preparation Services
We help our clients with the following services:
- Prepare your tax return with our professional software
- Adjust or catch up your business or investment bookkeeping records so they are tax-ready
- Check for every deduction you are eligible for
- Double- and triple-check your tax return’s accuracy
- Review any red flags generated by our tax software and inform you of any
- Explain the complex in an understandable way so you can feel confident you’ve made the right decision
- Electronically file your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
- Provide you a link where you can check on your refund status
- Keep you informed of due dates within the scope of our engagement with you so you can stop worrying whether you’ve forgotten to file something important.
- Answer your questions and explain your options
- Help you with recordkeeping requirements
- Provide year-round access to copies of your returns should you need them to purchase a new house or take out a loan
- Be available to call or email year-round for additional tax questions or services
- Help you adjust your tax withholding amounts for next year.
- Calculate estimated tax payments you may need to make to reduce or avoid penalties for next year
- Make tax projections throughout the year so there are no surprises
- Meet with you to determine ways to reduce
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your tax bill for next year
- Provide you with deductions you may be able to take next year to reduce your taxes
