Tax Preparation
You have to pay taxes, but you can avoid the mistake of overpaying them. The IRS estimates that more than one billion dollars is overpaid in taxes each year! Not a big surprise given the complexity and constant changing of the tax rules – it’s easy to overlook deductions and credits to which you are entitled. Do you want to reduce your tax burden and increase your assets? We can help.
Altitude Financial Planning specializes in personal and small business income tax preparation. We will work with you to ensure you are only paying the income taxes you are legally obligated to pay.We also work with non-profits, estates, and trusts. We offer free e-filing to ensure you get your refund as quickly as possible.
Why choose us? We have both a Certified Public Accountant and Enrolled Agent on hand to serve you with over 50 years of combined experience in the financial services industry. There are many tax preparation service providers, but only Certified Public Accountants, Enrolled Agents and Tax Attorneys have passed the stringent requirement to be able to represent you before the IRS.
Altitude Financial Planning offers a unique set of skills that enhance our tax preparation services. As a certified QuickBooks ProAdvisor, we can assist small businesses in cleaning up their QuickBooks® data files for year-end tax reporting. As California Registered Investment Advisors, we can help you incorporate your tax planning and preparation into your overall financial plan to ensure it has optimal tax efficiency. For many people, income-related taxes represent approximately one-third of all annual expenses, yet little or no planning is done to minimize their tax bill. By combining our financial and tax planning services with income tax preparation, we will help you free up money for other goals that are important to you.
Contact Us today for your income tax preparation and planning needs.
|
