All tier packages include business and individual tax preparation and filing services. This ensures clients experience the value of cohesive financial services. We look at a client’s business to understand the tax impact as part of a comprehensive approach. Our tax preparation and filing services are not just a limited seasonal view of a client’s business. We aim to take a deeper look at how to limit liabilities, and really understand how a client’s business works.
Our Tax Preparation and Filing Services include:
- Collecting data and information
- Tax planning and compliance
- Preparing the return
- Reviewing the draft with the client
- E-filing
