Tax planning
Reviews returns and identifies potential tax strategies.
Tax planning starts with a review of the last three tax returns and IRS transcripts, followed by an analysis of potential tax savings and missed strategies. The firm works with 1099 contractors, S-corp candidates, households with rental properties or RSUs, and business owners with bookkeeping or filing issues. Services include tax planning and strategy, federal and multi-state tax return preparation, S-corp election and setup, monthly bookkeeping, and help with IRS notices and representation. Bookkeeping cleanup is also available. Specialties include S-corp planning, rental property strategies, and addressing prior filing issues. Based in San Antonio, the firm serves clients who need federal or multi-state returns, including those outside the local area.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Reviews returns and identifies potential tax strategies.
Prepares federal and multi-state tax returns.
Provides monthly bookkeeping and cleanup.
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