Tax Planning & Preparation Services

At AccuVisors, we do much more than simply prepare tax returns. We assist clients with tax strategy and planning, where we focus on legally minimizing taxes, both at the entity and individual levels.

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We Have the Solutions To Resolve Any Tax Issue

Effectively managing tax issues affects your bottom line as much as effectively running your business, but with all the complex, ever-changing laws and regulations who has time to stay current and keep disciplined tax strategies in place? We do. We also offer the resolution of complex audit and collection issues.  For more details visit our sister company website Tax Resolution Institute.

Tax Planning

Tax planning involves developing strategies to minimize tax liabilities and optimize financial decisions. Tax professionals work closely with clients to identify opportunities for tax savings while maintaining compliance with tax laws. Some key aspects of tax planning include:

Strategic Decision-Making:

Advising clients on the tax implications of various financial decisions, such as business structure choices, investment and retirement strategies, asset acquisitions, or dispositions.

Retirement and Estate Planning

Assisting clients in developing tax-efficient strategies for retirement savings, estate planning, and wealth transfer.

Income and Expense Management

Analyzing income sources and expenses to maximize deductions, credits, and exemptions, thereby reducing taxable income.

Tax Law Compliance

Staying up-to-date with the ever-changing tax laws and regulations to ensure clients' activities are aligned with current requirements.

Timing of Transactions

Assessing the timing of income recognition, expenses, and investments to optimize tax benefits.

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Cost Savings

Professional support at a fraction of the cost of in-house accounting staff.

Flexibility

Our services—featuring on-site and off-site options—can be tailored according to your needs and budget.

Strategic Focus

By eliminating accounting staff management duties, you are free to focus on your core responsibilities and goals.

Peace Of Mind

With a dedicated CPA overseeing your account, you know that an experienced professional is in your corner.

Best Practices

Timeliness, accuracy and an emphasis on being proactive are all best practices we employ when delivering service.

Full-Time Value

Our services are available based on what is required to meet your needs. You only pay for the hours of service provided. Full-time value, part-time cost.

Tax Preparation

Tax preparation involves the accurate and timely completion of tax returns, ensuring compliance with tax laws and regulations. Tax professionals gather relevant financial information from clients and prepare the necessary forms and schedules required for filing tax returns. Key aspects of tax preparation include:

Expert Support to Move You Beyond the Basics

Document Compilation

Gathering financial documents, such as income statements, expense receipts, investment statements, and relevant tax forms (W-2s, 1099s, etc.).

Data Entry and Calculation

Entering financial data into tax software or forms, ensuring accuracy and completeness. Calculating taxable income, deductions, credits, and tax liabilities.

Compliance and Reporting

Ensuring compliance with tax laws and regulations specific to the jurisdiction (federal, state, local). Preparing accurate tax returns and associated schedules for submission to tax authorities.

Maximizing Deductions and Credits

Identifying and applying applicable deductions, credits, and exemptions to minimize tax liabilities and maximize refunds.

Filing and Communication

Electronically or physically filing tax returns on behalf of clients and corresponding with tax authorities, if necessary, to resolve any inquiries or audits.

Tax planning and preparation services are crucial for individuals and businesses alike to ensure they meet their tax obligations efficiently, minimize tax liabilities, and avoid penalties or audits. By engaging experienced tax professionals, individuals and businesses can navigate complex tax laws and take advantage of available opportunities for tax savings within the boundaries of legal compliance.

The range of services that AccuVisors delivers to my company and I prove more valuable each day. They take the burden off our shoulders so we can focus on why we're in business, while they focus on our growing company's financial needs. Their team keeps us running smoothly and eliminates the need for us to hire and manage an internal accounting staff or a CFO.

ANDY ABRAMSON

CEO, Comunicano

As an early stage company, Jo Barsa and AccuVisors have been valuable members of our team. They are extremely knowledgeable and their business experience has given us insight into our business.  They are warm and friendly as well as candid and direct.  Highly responsive and trustworthy! Just the best!

KAY ZURN

President, BMSI/VitaFlow, Inc.

AccuVisors has been our outsourced Controller and CPA since our inception.  Their attention to detail, easy access and insightful assistance helping us attain our financial goals has been extremely valuable.

ALFREDO ZARATE, JR.

President, ZWC, Inc.

We have trusted our accounting services to AccuVisors since 2007 and find them to be very responsive and effective to our growing needs.

PHIL FORTE

CEO, Blue Sky Broadcast

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