tax-return-preparation

Tax Return Preparation

Where the tax plan shows its results

As we focus on tax planning and tax coaching, by the time we prepare your return, all the savings we worked so hard to deliver now come into play.

Return accuracy and tax savings are paramount in our tax preparation process. Your return is prepared and reviewed in our 3 step process that includes Preparation and Review of the return, which ensures that more than one expert has checked your return, along with a Final Check for potential tax strategies, using our top level of expertise.

And if you are a small to medium business owner or CFO looking for a tax accountant to prepare your business income tax returns, you’ve come to the right place.

Whether you are a:

CORPORATION
PARTNERSHIP
TRUST

We can help!

Take a look at What We Do & Don’t Do and our Accounting Packages. Also, whether you are a new or returning client please check out our How We Work handout. It contains information on what to expect during the process, how to send your tax documents, as well as other helpful tips to prepare for tax season.

If you’d like more information about our services, please schedule an appointment or call us at 508-853-3292/401-409-3193.

What We Do & Don't Do

Check our services to make sure we are the right tax company for you.

Accounting Packages

Select the package that is right for your needs.

Services

Plan a Little ... Save a Lot!
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day). We take time to Proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the following pages.

TAX COACHING

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

PROFIT FIRST COACHING

As a certified Profit First Professional, we will guide you in improving your bottom line so you keep more of the money your earn so you can pay yourself first!

Quick Tax Links

TRACK YOUR REFUND
Federal Return
Federal Amended Return

FORMS FINDER
IRS