Income Tax Services - Personal and Business

Our holistic approach considers your entire financial picture. If you want to develop a relationship with a tax and wealth advisor who will guide and direct you to your financial goals, you're in the right spot. If you're just looking for annual tax return preparation, we may not be the best fit for you.

Income tax return preparation is the end result and not a once a year task. Getting answers year-round helps you grow financially stronger.

• What records do I need to keep?
• How can I reduce the amount of taxes I pay?
• Should I pay taxes on income now or should I postpone the tax until later, such as in retirement?
• How can I reduce the tax impact on my heirs? 
• How do my retirement options affect my tax return?
• Which is better, 401(k), Roth 401(k), IRA, Roth IRA, SEP, SIMPLE - and what's a Keogh?

Having and understanding a plan helps you reach your goals. You wouldn't drive across the country without a map, would you?

When incorporated with our wealth planning, tax planning becomes seamless. Regular meetings and conversations keep us up to date on changes in your life and we make sure the plan we've put in place is on track and working for you.

When the calendar turns to January, we gear up to provide you a quick and painless (as possible) tax filing experience. So what does that look like?

1. We set you up with one of our secure, personal, SOS Online Accounts to provide you quick, 24/7 access to all your tax and financial documents from your computer or phone.
2. We send you a Tax Organizer, designed to jog your memory of the information and documents we'll need.
3. You complete the Tax Organizer and send it to us, along with your tax documents. Upload them to your SOS Online Account, drop them off, or mail them in.
4. We scour your documents, ask you for any additional deductions or information we think may be missing, and prepare your return.
5. We create a video reviewing your tax return for you to watch and replay at your leisure. Use it to guide yourself through the tax return PDF found in your SOS Online Account.
6. We can meet virtually or in-person to answer any additional questions or concerns you may have.
7. You electronically sign your returns and we file them - another year in the books!

Here are some of our other tax-related services that our clients love to add:

• Audit Protection - A low, fixed-fee gives you peace of mind if you're ever audited. We'll handle the audit for you all the way up to the court of appeals at no additional cost to you. Audits can take hundreds of hours and can be very expensive - even if you've got nothing to hide! The IRS is the only place you are guilty until you prove your innocence. This add-on is our most popular.
• Tax Watch - A low, one-time or monthly fee puts you on our Watch List. We'll monitor your IRS account for issues, notices, missed income or credits, potential audits and head them off before you receive the dreaded IRS love letter.
• Pre-Pay Subscription - Avoid the large annual preparation fee and lock in this year's rates with our monthly subscription.
• Projections - Worried about your upcoming tax bill? We'll mock-up this year's tax return to see how major changes in your life will affect your tax bill. Trying to make a decision? We can create multiple, side-by-side comparisons.
• Estimate Calculations or Withholding Changes - New job? New business? Avoid the surprise tax bill or even underpayment penalties with updated estimate calculations or withholding advice.
• Representation (the dreaded IRS Love Letter) - Never fear! Send us an SOS and find out more on our Tax Representation Solutions page.
  
• Tax Advisory - This is our all-inclusive tax support system. In addition to tax preparation, you'll receive a tax projection, monitoring, and regular meetings to get, put, and keep you on a pro-active tax plan.