A tax preparer is a professional that is qualified to calculate, file, and sign income tax returns on behalf of individuals and businesses. The tax preparer may also represent the taxpayer during IRS examinations of tax returns.
Tax Plan Wealth is excited to make your tax worries vanish and build the best tax strategy for your company. If you are tired of hearing from your tax accountant once a year and are looking for more personalized care, Tax Plan Wealth would love to work with you.
It is your company, you need to know what is going on year-round, not just during tax-season. Without a plan, taxes can destroy the growth trajectory of any business. We will work diligently for your business and are always available to answer any questions that arise and address problems. You will never have to fear taxes again.
You need a skilled professional to keep your plans on track. Tax Plan Wealth does more than just prepare your tax return. When you partner with Tax Plan Wealth, we work with you all year long. Every quarter we analyze your tax strategy and meet with you to discuss all your options. From the moment you sign on with us, we put the best interest of you and your company first. You will know what your tax liability is and have a plan in place to manage it.
A CPA is there to save your business time, but more importantly, their task is to save your business money. Not only do they make sure all your paperwork is in order and filed on time, but they make predictions and advise you on ways to save and invest that will generate income for your business. They will advise you through downturns and good times. They will also prepare regular financial statements and reports.