Why worry about filing your own return when you can utilize the knowledgeable consultants at Tax Geeks? We use industry leading software to ensure you receive a fast and accurate return with the biggest refund you’re entitled.
The Tax Geeks difference:
Highly knowledgeable professionals
Responsive, personalized solutions
Guaranteed Service and quality
Dedicated, experienced account management
Service area spans all over US
Our firm offers a wide range of services to our individual and business clients. Our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.
As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Tax planning to correctly minimize taxes and maximize benefits
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
IRS Audit Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting services to help with the complexities of financial services. We truly care about our clients and strive to build long-lasting relationships with each of them – providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client’s needs.
Our financial planning services include:
• Retirement Planning
• Estate and Business Succession Planning
• Insurance Consulting
Small Business Accounting
Tax Preparation & Planning
IRS Audit Representation
Cash Flow Management
Strategic Business Planning
New Business Formation
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