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Whether you are looking for an array of tax-saving strategies that can significantly reduce your tax bill or need to be represented for an IRS audit, we are here to offer you trusted solutions.
FOR BUSINESS OWNERS + WAGE EARNERS
WHAT'S INCLUDED IN OUR ADVISORY PACKAGES
THE BENEFITS
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TAX STRATEGY
Receive continuous guidance throughout the year, exploring diverse tax strategies to minimize your tax liability. Gain insights into tax-free retirement options for comprehensive financial planning and optimization.
MID-YEAR REVIEW
A personalized consultation that feels like a financial mid-year checkup. It’s your opportunity to step into July with renewed excitement as we delve into your unique tax landscape. Together, we’ll navigate potential opportunities and ensure you’re confidently moving in the right direction. But that’s not all –we’ll also prepare an analysis so you can anticipate your potential tax liability. Don’t let uncertainties cloud your financial vision; let us illuminate the path to your tax goals with clarity and confidence!
PAYROLL MANAGEMENT
Are you tired of juggling administrative tasks and navigating the complexities of payroll management? We’ve got your back! We will handle all employees’ and independent contractors’ payroll and all the federal and state filings. This will allow you to focus on what truly matters – the growth of your business.
PREPARATION OF ESTIMATED TAX PAYMENTS
No more tax confusion! Our precise calculations will guide you on what to remit to the IRS and State agencies. Bid farewell to fears of overpaying or underpaying – you’ll navigate tax liabilities with ease and confidence.
ENTITY MAINTENENCE
Running a business is an exhilarating adventure, but the paperwork and compliance requirements can sometimes be overwhelming. Say farewell to those worries! We will ensure that your business entity remains in impeccable shape. Effortlessly stay compliant by handling annual reports, complying with the new Corporate Transparency Act of filing your Beneficial Ownership Information Report (BOI) and minutes like a seasoned professional. Your business deserves to shine, and we’re here to ensure it continues doing just that.
YEAR END CHECK-IN
As the year draws to a close, it’s time to celebrate your achievements and make strategic moves for the future. Our Year-End Check-In is your golden opportunity to wrap the year on a high note. Discover tax-saving strategies that can make a substantial difference in your financial journey. As you bid farewell to the old year, let’s kickstart your savings and prepare you for the bright future you’ve always envisioned.
ADVISORY
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SAY GOODBYE TO
Missed Deductions
Financial Anxiety
Lack of Clarity
Overpaying Taxes
Our advisory program is precisely what you need to keep more of your hard-earned income so you can invest in your private practice and your future retirement. Imagine a reality where tax season isn’t a headache but is now stress-free because you have prepared for it all year!
DON'T LET TAXES OVERSHADOW YOUR PASSION
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PREPARATION
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COMMITTED TO AN ACCURATE & ACCOUNTABLE TAX RETURN
Hiring a Tax Professional to prepare your returns is something that should not be taken lightly. You want to make sure your Tax Professional is ethical and truly has your best interest at heart. We make sure your return is properly done and we stand behind our work. Once your return is prepared you will walk away with a better understanding of how taxes work and how your financial decisions impact your taxes.
WHAT'S INCLUDED
EACH TAX RETURN INCLUDES THE FOLLOWING
LIFETIME ACCESS TO SECURE CLIENT PORTAL
VIRTUAL TAX RETURN REVIEW
FREE ELECTRONIC FILING OF YOUR TAX RETURN
STATE RETURN INCLUDED*
IN-PERSON TAX RETURN REVIEW APPOINTMENTS
Tax Preparation Rates
Individuals start at
Self-Employed/Independent Contractor start at
Rental Properties start at
$395
$550
$550
*CT state return is included at no additional charge. Non-CT residents or multi state filing will be an additional $75 per state. Every state has their own tax laws and research must be done to make sure you are getting all State level deductions/credits available to you.
**Not every client has the same tax situation there may be additional forms that have to be filed with your tax return. These extra costs will be communicated with you before submission of the tax return.
REPRESENTATION
Have an IRS AUDIT?
We represent taxpayers who are struggling with tax debt and/or are being audited by the IRS. Do not go alone when facing the IRS you need a licensed individual such as a CPA, Tax Attorney or IRS Enrolled Agent to represent you before the IRS. Amber “The Tax Lady” Whitehead is an IRS Enrolled Agent who has helped many of clients WIN audits from the IRS and get their tax debts resolved.
An IRS Enrolled Agent is the highest credential given to tax professionals by the IRS who focus on tax compliance for individuals and businesses. Enrolled Agents are recognized by the IRS as tax specialists with the ability to prepare tax returns and represent taxpayers in audits and collections.
Amber “The Tax Lady” Whitehead has a background in Accounting and Auditing in private firms so she uses those skillsets to help fight the IRS for you! If you are losing sleep at night or worried that you the IRS is coming for you, contact her TODAY.
Services We Offer
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Filing of Back taxes
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Tax Representation if you are facing an audit
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Tax Debt Resolution if you owe more than $10,000 and you are having difficulty paying your tax debt obligations you have choices, and we will explore every avenue to make sure you are put in the best position to pay the IRS to fit your budget
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