Tax Preparation
Our office is inundated with phone calls and website inquiries each year, most of which are from potential clients asking about our tax return preparation services. That makes sense, since Google searches recognize us as a "tax office". But we are so much more than just a "place you can come to prepare and file a tax return". We turn away 100's of people every year, so we'll use this page on our website to explain why.
Preparing tax returns is largely a reactive service, based on the annual compliance requirement we all have as taxpayers, to report our income and expenses, and pay the proper amount of tax. While we are terrific at preparing tax returns, we believe the tax return forms themselves are really the result of a much bigger process. That process should always start out with a plan. In our office, that plan is a proactive set of recommendations, based on our knowledge of your business and our knowledge of the tax code, resulting in opportunities to legally minimize your annual tax bill. The tax return itself is more or less a "report card" that tells us if we accomplished the goal of our proactive tax plan or not.
Our business model is primarily designed to be a full-service, year-round tax advisory service. We partner with our clients and establish working relationships that allows us to proactively plan a tax strategy, implement it, monitor progress, and make adjustments if situations require it over course of the year.
At Concierge Tax Services, we custom design year-round comprehensive tax and accounting packages that include everything a client needs, and nothing that they do not. All at a fixed, monthly rate that is convenient and affordable. Each of our packages include all tax return preparations and filings, as required throughout the year. For more information on our All-Inclusive bundles, click here.
Learn more about our all-inclusive year-round service packages here
As professional tax planners, we’ll confess that we have always preferred not to be treated as just “tax return preparers.” Over the years, as our tax advisory practice grew, we came to realize that simply preparing tax returns, in a single and isolated reactive transaction for a customer, is a waste of our team's collective talents, and does not satisfy our company's primary objective of proactive tax planning. As such, we are no longer taking on assignments that ask us to simply prepare and file a tax return.
While we do still have some legacy tax return preparation clients that we will continue to serve, we'll be doing so on a very limited basis, to ensure our workload in the busy season does not interfere with the planning and strategic business support that we are providing to our Concierge Level clients.
If you seek our highly sought-after services, we ask that you consider whether you are a fit for our year round service packages, and we can certainly help you determine if the value and benefits of such services would be worthwhile. We have discovered over the years that the truest and deepest value a tax advisor can deliver, happens over a continuous and meaningful ongoing relationship. That value is lost when a customer shows up in tax season with a stack of forms and receipts looking to "fill out the forms" in time for the deadline. There is a seemingly endless list of services, professionals, and tools you can use to reactively calculate, prepare, and file your annual tax returns, and we have decided not to compete in that arena. We provide proactive year round tax advisory services, to proactive business owners, so if that sounds like what you are looking for, please check out our All-Inclusive Year Round Service packages!
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