Tax Planning and Preparation
Just because you've filed your tax return doesn't mean you can forget about taxes for the rest of the year. What you do now can affect any tax you owe or refund you may expect next year.
Some of the ways we can help you plan…
Comprehensive Tax Strategy Development - Tailored tax strategies to maximize savings and minimize liabilities.
Year-Round Tax Monitoring - Continuous assessment and adjustments to your tax plan to reflect changing laws and financial situations.
Retirement Planning - Guidance on tax-efficient retirement savings options and strategies.
Estate and Gift Tax Planning - Strategies to minimize taxes on your estate and gifts to heirs.
Investment Tax Planning - Advising on investment choices to optimize tax efficiency.
Business Structure Optimization - Assistance in choosing the best business structure for tax purposes, such as Sole Proprietor, Partnership, S-Corp, or C-Corp.
Tax Credits and Deductions Maximization - Identifying and applying for all eligible tax credits and deductions.
Our Tax Preparation Process
At Downtown Tax and Accounting Services, we believe in a streamlined approach to meet your needs and deadlines. We have invested in efficient methods to ensure your tax return is completed accurately and on time.
Personalized Service and Secure Access
All clients have direct access to their accountant, and tax preparation is done virtually through our secure client portal. Tax returns are signed electronically for your convenience.
Recommended Software
For business owners, we highly recommend setting up QuickBooks Online and sharing accountant access with us before starting your taxes. As a certified QuickBooks ProAdvisor, we can ensure that your financial management is optimized and integrated seamlessly.
Initial Meeting and Organizer
Every client receives an initial meeting where we conduct an in-depth investigation of their financial situation. Following this, clients will receive an organizer and a list of required documents.
Communication
Most communication will be conducted via email or phone, ensuring we remain accessible and responsive to your needs.
Mobile-Friendly Integration
We have invested in mobile-friendly software, including QuickBooks ProConnect, that integrates directly with QuickBooks Online. This makes tax preparation and financial management seamless and accessible from your phone. By consolidating everything through Intuit’s software, we save costs and offer you a competitive price.
Experience a hassle-free tax preparation process with Downtown Tax and Accounting Services, where your satisfaction is our priority.