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FROM THE FOUNDER

Tax Plan Wealth is here to help you fix you focus, fix your financials, and facilitate good decisions. Feel free to schedule a no obligation appointment with me so we can talk about the future of your business.

– Ron Fossum

Set an appointment using the link above, and read Ron’s list of the 14 most common mistakes that pierce the corporate veil and puts all your personal assets at risk!

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Tax Preparation

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 Prepping with Tax Plan Wealth

Tax Preparation servicesTax 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.

Tax Plan Wealth Services are not Cookie Cutter. We Customize Them to Meet Your Needs!

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.

What information will Tax Wealth Plan need?

  • Financial statements, including details about your profits, losses, cash flow, assets, and expenses
  • Information on major assets bought or sold, such as equipment, buildings, or vehicles
  • Records of vehicle use for the business, including either the number of miles driven, or the actual operating expenses incurred
  • Details of office costs, including phone and Internet plans, office supplies, and property expenses
  • Employee payroll information

What can a Tax Plan Wealth CPA do for my Business?

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.

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Any doubt in choosing a suitable financial strategist?

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