The Balance Sheet offers comprehensive tax advisory services alongside our bookkeeping and accounting expertise. Our approach goes beyond simply preparing and filing forms. We partner with you to develop strategic tax plans that save money, optimize resources, and ensure compliance with ever-changing tax laws. Additionally, if you are facing an audit or collections, our team is federally enrolled to represent you before the IRS, providing peace of mind and expert guidance.

Meeting with a Tax Advisor can be one of the smartest financial decisions you make. A personalized tax strategy allows you to:

  • Save money by identifying deductions and credits you may have overlooked.
  • Make informed decisions about your finances to better use your funds throughout the year.
  • Minimize your tax liability and avoid costly mistakes.

We work closely with our clients to not only resolve immediate tax needs but to create a proactive plan that sets you up for long-term success.

If any of the following scenarios apply to you, it’s time to contact us to see how our tax advisory services can make a difference:

  • You do not enjoy preparing your taxes. Tax preparation can be tedious, but we thrive on this work. Allow us to handle it so you can focus on what matters most to you.
  • You find preparing your taxes time-consuming, stressful, and confusing. Taxes can be complicated, but that’s where we excel. Our expertise and advanced software streamline the process, saving you time and stress while ensuring everything is done correctly.
  • You want to ensure accuracy in your taxes. As financial matters grow more complex, the risk of errors increases. We pride ourselves on delivering accurate, detailed tax returns that meet your unique needs.
  • You’re looking to save money and make smarter financial decisions. Meeting with a Tax Advisor is about more than just filing forms. It’s about creating a roadmap for your financial goals and making your money work harder for you.
  • You are facing a tax problem, such as back taxes, IRS debt, or an audit. While we prefer to develop long-term relationships that prevent issues before they arise, we are fully equipped to step in and represent you with the IRS, providing expert assistance in even the most challenging situations.

Let The Balance Sheet be your trusted partner in navigating the complexities of tax planning and preparation. Whether you’re looking to optimize your financial strategy, resolve tax challenges, or simply take the burden of tax preparation off your plate, we are here to help.

Schedule a consultation today and discover how working with a dedicated Tax Advisor can simplify your life and save you money.

 

Some Available Tax Services:

  • Payroll Returns (i.e. W2s, 941s)
  • Individual Income
  • Business (i.e. Corporate, S-Corp, Partnership)
  • Non-Profit Returns
  • Offer in Compromise
  • Direct IRS Communication

We look forward to hearing from you. Please contact us for more information.