TAX PREPARATION SERVICES
Tax preparation is the final step to complete your compliance work for the year. To minimize your taxes and maximize the value of your business:
1. We prepare a Strategic Tax Plan to minimize your taxes and implement the plan to make sure you keep the deductions your are entitled to.
2. We provide various levels of Accounting Services to make sure your records are accurate. We will prepare any necessary tax projections to make sure your estimated tax payments are correct.
3. We perform a Financial Performance Review to provide you with an easy to understand analysis of your business and then,
4. We prepare your business and individual income tax returns including C Corporations, S Corporations, Partnerships, LLCs, multi-state, consolidated and more.
All of these services are available in one of our three fixed price plans each designed to meet the various needs of our clients.
PLANNING LETTERS AND INFORMATION REQUEST
Business Tax Return Information Request - This is the information we need to prepare your business tax return. Please print and complete the information request, for our business information request form, » click here (PDF).
Individual Tax Return Information Request - for our individual information request form
» click here (PDF). We will send you a personalized organizer to obtain the remaining information we need to prepare your return.
Year-End Tax Planning for Individuals - for our nine page letter on Tax Planning Ideas for 2010 and 2011, » click here (PDF)
Year-End Tax Planning for Businesses - for our six page letter on Tax Planning Ideas for 2010 and 2011, » click here (PDF)
Year-End Planning & Reporting Reminders - Checklist for the end of the year planning and reporting. Make sure you review this BEFORE the end of the year, »» click here (PDF)
If you have any questions -- or if your friends, family, and colleagues need our services -- don't hesitate to call us at 704-544-7600!
IRS AUDIT, STATE & LOCAL TAX REPRESENTATION
We represent business owners and/or individuals with the IRS and state agencies. Our services include:
- Audit representation with the IRS, state department of revenue, property tax audits and sales tax audits.
- Resolution of payroll tax penalties and notices.
- Offer-in-compromise for outstanding taxes. We have saved individual clients tens of thousands of dollars each through this program. We can evaluate your situation to determine if this is an option worth pursuing.
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