Tax Preparation
We offer comprehensive tax preparation and planning services to individuals and businesses who value knowing their return is prepared accurately and professionally, while also taking advantage of all available deductions and tax credits so they are paying the least amount of taxes legally possible.
Contact us to get started today.
Tax preparation services
Pay the Least Amount of Taxes Legally Possible
Whether we like it or not, today’s tax laws are so complicated that filing even a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. We have a team of experienced CPA’s who combined prepare over a thousand individual returns and several hundred business returns each and every year. We know the tax laws inside and out, and make sure you’re paying the least amount of taxes that is legally possible for your situation.
expert professional income tax preparation
Here’s how we’ll work together with you to prepare your return:
- First, you’ll meet with one of our experienced tax preparers to get to know you and understand your personal tax situation, and review your tax records.
- We will then prepare your return, making sure that all available tax deductions and tax credits that you are entitled to are taken advantage of.
- When preparing your return, we will contact you with questions we may have about the information you supplied or with any last minute tax savings ideas that you can elect to take advantage of.
- Your tax return will be checked by our computer software to identify any potential problems the IRS may look at more closely to limit potential IRS notices or audits.
- Your tax return will be reviewed by an experienced CPA for accuracy and to make sure you’re paying the least amount of tax that is legally possible.
- We will give you an opportunity to review your return before filing, allowing you to ask any questions you may have about your tax return, or to provide any additional information you may have missed providing earlier.
- Your tax return will be filed electronically which will ensure your return is correctly entered into the IRS computer system, and you will get your refund back more quickly.
- We will show you potential deductions to limit your tax liability for next year.
Tax Preparation – Don’t Try This at Home!
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
We get several new clients each year who first self-prepared their tax return and then bring it to us to review. Many times it’s because they owe a large tax liability they don’t understand, and other times it’s because they received a notice from the IRS. Usually we’re able to find a number of mistakes that were made on the original return. Those mistakes are sometimes just simple data entry errors, but most of the time it’s because of the individual’s lack of understanding of tax laws and tax preparation. Good tax software is useless if you don’t understand how or what information to enter into the tax software. Remember the old computer adage – “garbage in, garbage out”. Don’t let your tax return be garbage!
Books a Mess? No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare the appropriate tax returns for your type of business, and prepare your personal income tax returns. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.
Get Started Today
The first step to getting started with preparing your tax return is to schedule a free, no-obligation initial tax strategy session with Marvin Bales, CPA, CFP®. In this 30 minute strategy session (conducted by phone, Zoom call, or in-office meeting) we’ll discuss your tax preparation needs, and mutually determine if we are a good fit to work together.
Contact us to schedule your initial tax strategy session.
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Get In Touch
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CPA Financial Planning, LLC
Phone: 404-829-4944
Fax: 770-216-2227
Email: info@cpafinancialplanning.com
Financial Planner and Investment Advisor in Atlanta
1050 Crown Point Parkway
Suite 500
Atlanta, GA 30338
Financial Planner and Investment Advisor in Peachtree Corners
3295 River Exchange Drive
Suite 561
Peachtree Corners, GA 30092
Financial Planner and Investment Advisor in Marietta
366 Powder Springs Street
Marietta, GA 30064
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Call 404-829-4944