Tax Planning and Preparation
Joshua Blum
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About this service
Summary
Taxes: A word that everyone hates but still has to deal with. So let’s make the process as smooth as possible and make sure you pay only the amount of tax you actually owe and/or get you as much of a refund as you are entitled to.
What's included
Tax Plan
Should you desire tax planning services, we will review prior year returns and prepare a variety of scenarios to understand the implications of each on your final tax return, leaving you the confidence to implement a plan that works for you. This is an optional arrangement and is best for business owners and high net worth individuals.
Tax Return
Your personal and/or business tax returns, prepared accurately and in a timely manner. This includes both federal returns and any relevant state and local returns, filed electronically upon your review.
Skills and tools
Accountant
Financial Analyst
Tax Consultant
Microsoft Excel
Microsoft Word
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