Tax Return Preparation

Tax preparation involves the reporting of all taxable sourced income and earnings to the Federal, State and local agencies. When representing any taxpayer, the tax return preparer must be knowledgable in tax laws, including relief programs, deductions, and credits available. Many experts consider tax preparers to be historians, because they report historically events. Our tax practitioners help you MANAGE your tax reporting requirements through accurate and timely tax filings. We can also provide tax projections necessary for quarterly estimated tax payments.

Tax Planning - ProAdvisor CPA

Tax Planning

Tax planning involves taking the reporting requirements to the next step. Experts consider this level of planning to be forward thinking. We help you MITIGATE your tax burden through reviewing your prior tax history, taking into consideration near future events and providing basic planning strategies.

ProActive Tax Advice Icon - ProAdvisor CPA

ProActive Tax Advice

Our ProActive Tax strategies involve the deepest level of advisory in taxation services. Through practical application, planning and goal setting, you can achieve your financial goals. Seeking guidance through a Financial Planning expert along with our qualified Tax Experts help you to MINIMIZE your tax obligations.

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I intend to be a lifelong client. Rebecca completed my tax returns in a timely manner and saved me a bunch of time & money in the process. There were a lot of new rules that came out this year and Rebecca did a great job communicating the impacts.
Adam & Leslie Maneen
After years of doing taxes ourselves we decided we needed extra help this year. Rebecca was extremely knowledgeable and helpful when it came to preparing our taxes. What would have normally taken us days to do ourself, she was quick and efficient. We highly recommend her for personal tax preparation.
Jessica Kuspa - Kaeleff Construction | ProAdvisor CPA
Jessica Kuspa
ProAdvisor CPA provided me with businesses experiences and ideas of how I can better run my company. As a new firm owner, their way of thinking and leading really resonates with me and what I am trying to accomplish.
Sinuhe Montoya
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