What We Do Mainly...

Income tax preparation – current and previous tax year(s) (individual/Business)

Check your Individual Tax Identification Number (ITIN)
Check withholding (check yours >Tax Withholding Estimator),
Check tax payments (if possible)
See if you are banked to speed tax refunds with direct deposit, debit card or check
Review and research which forms apply to your situation
Prepare all required documents
Propose sending via US mail or eFile.
Use approved software to verify data for accuracy and IRS compliance
Communicate with client via text, phone call, email and/or client website.
eFile your state and federal income tax returns

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficient.

There are a number of ways you can go about tax planning, but it primarily involves three basic methods: reducing your overall income, increasing your number of tax deductions throughout the year, and taking advantage of certain tax credits.