Tax Services

Don't fret over taxes

One of the hardest things to determine when filing taxes is understanding your status. Are you considered Head of Household? Would it benefit you to file Married Filing Separate? What about your business, when is the best time to go from LLC to S-Corp status? What are the benefits? Fill out the form below and let’s have that conversation!!

In the 2022 tax session alone, our accountants helped clients save over 2 million dollars in tax burdens. Some have been reduced to $0 or even a refund. We ensure we put you in the best possible position that will allow you to be bankable and reduce liability.

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Everyone has a deadline. What's yours?

There are so many start dates and deadlines to be aware of during tax season but no one expects you to keep track of them all. We operate ALL YEAR round to make sure you have access to what you need.

Listed below are a few dates as well as a link to the full IRS Tax Calendar.

  • W2’s/1099-NEC – due/filed by January 31st
  • 1040 & Schedule C – April 15th
  • S-Corp – March 15th
  • Partnerships – March 15th
  • 1099-MISC – March 31st
  • Corporations – April 15th
  • Extensions are due by the tax deadlines listed above and allow 6 additional months

*IRS Tax Calendars

Don’t worry about it, that’s our job. Let’s get started below!!

Tax Preparation vs Tax Planning

Paying taxes is a way of the world but overpaying in taxes doesn’t have to be the way of your world.

What if that money can be used to purchase an asset? Increase your retirement contributions? Pay for a vacation? What if you could reinvest that money back into building up your generational wealth.

That is the difference between prep and planning. Preparation happens at the beginning of tax season when all options to lower your tax burden are limited to 1. Planning is when you are meeting throughout the year to put strategies in place that will reduce your tax burden by year end. Let’s talk about what you want to do with those extra funds.

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