Tax Preparation Services

Individual Tax Preparation Services

Why you should let us prepare your 2019 tax return

A major area of concentration within our tax practice is serving the needs of the active day trader. We have researched this area of tax law extensively and would like to make this expertise available to you. Trading tax laws are very specialized and not generally well known by other practicing tax professionals.

  • If you day trade you should use the services of a tax expert in this field for your tax filings. .
  • If you plan on making a valid “Mark to Market Accounting” election for the year 2020, it is very important that we prepare or review your 2019 tax returns.

What about my state filings?

We prepare all state tax returns. We have extensive experience in multi-state tax filings. It doesn’t matter in which state you live, we can prepare all of your state tax filings.

I live too far away to come in for an appointment.

We prepare tax returns nationwide. Once you’ve signed up for our service and placed a retainer we invite you to call our office to schedule a teleconference appointment. We provide a tax organizer specific to your needs that will assist in the remittance of your tax information. We accomplish everything in the teleconference that would be accomplished in the tax appointment. If you decide not to continue with our service for whatever reason, your retainer will be promptly returned.

Upon completion of the income taxes, the final returns and all of the information you sent to us will be returned to you via priority mail. We will electronically file your return and provide copies to you.

As a client, you are also encouraged to call our office during the year to have tax questions answered. We do not charge for this service and fully encourage our clients to stay in touch with us throughout the year.

How much will it cost?

Everyone’s tax situation is different. We will provide a fixed fee estimate after discussing your individual tax situation. Our return preparation services begin at $500. This fee includes one state filing. The standard hourly billing rate for consulting is $200.

We require a $500 refundable retainer fee to be paid prior to the start of our work. After payment of this fee, please call us with your authorization number. We will promptly make arrangements to receive and discuss your tax situation.

You have our assurance that your personal tax situation is of the utmost importance to us. We look forward to gaining your trust as a valued client.

Business Tax Preparation Services

Why you should let us prepare your 2019 business tax return

A major area of concentration within our tax practice is serving the needs of the active day trader. As part of this expertise we have extensive experience preparing all trader business tax returns. This includes S Corp (1120S), Limited Liability Companies (LLC or LLP) and C Corporations (1120). We have researched this area of tax law extensively and would like to make our expertise available to you. Trading tax laws are very specialized and not generally well known by most practicing tax professionals.

Many Tax Professionals are not familiar with the nuances of “Trader Tax Issues” especially when it comes to trading inside a business entity. There was a reason you set the entity up, let us make sure that you take full advantage of the benefits associated with your trading business. We can consult with you on maximizing all of your business deductions, included, retirement accounts, health benefits, home office, and employee benefits.

Further, during the tax preparation process, we will take a look at your overall trading activity and confirm the qualification of an “Active conduct of a Trade or Business” status. We will discuss any findings with you as they arise.

As part of our comprehensive service we also will prepare all of your state income tax filings. We have extensive experience in multi-state tax filings. It doesn’t matter in which state you live or have incorporated, we can prepare all of your state tax filings.

You are encouraged to call our office during the year to have your tax questions answered. We do not charge for this service and fully encourage our clients to stay in touch with us throughout the year.

How much will it cost?

Everyone’s tax situation is different. We will provide a fixed fee estimate after discussing your individual tax situation. Our business return preparation services begin at $500. This fee includes one state filing. The standard hourly billing rate for consulting is $200.

We require a $500 refundable retainer fee to be paid prior to the start of our work. After payment of this fee, please call us with your authorization number. We will promptly make arrangements to receive and discuss your tax situation.

You have our assurance that your personal tax situation is of the utmost importance to us. We look forward to gaining your trust as a valued client.

Call us today!

Local: (303) 465-2585 | Toll Free: (888) 465-2585.