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SCHEDULE CONSULTATION
SCHEDULE CONSULTATION

Creating an Elevated Experience for Your Tax Needs

Preparation vs Advisory vs CFO

Due Diligence Checklist
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A comprehensive review to assess your financial health, identify risks, and ensure compliance. with tax regulations.
Tax Compliance, Filing & E-Filing
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Ensure accurate tax filing and full compliance with current tax laws to avoid penalties and maximize refunds.
Tax Consultation (1x)
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One-on-one expert advice to address your specific tax questions and optimize your financial strategy.
Audit Risk Analysis
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Analyze factors that impact the chances of an audit to assess potential risks.
Withholding Evaluation
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Check and adjust your tax withholding to avoid underpayment or overpayment. Verify if your current withholding is accurate for your tax situation.
Multi-point Inspection
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n in-depth inspection of your tax situation to identify potential deductions, credits, and liabilities.
Deduction/Credit Optimization
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Maximize your tax savings by identifying all eligible deductions and credits tailored to your financial situation.
Proactive Year-Round Tax Strategy Plan
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A tailored, ongoing approach to minimize tax liability and maximize savings throughout the year.
IRS Audits & Tax Representation
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xpert representation during IRS audits and disputes, including assistance with Installment Agreements, Back Tax Filing, Tax Liens and Levies, and Offer in Compromise (OIC) to ensure compliance and protect your interests.
IRS Notices & Correspondence
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Assistance with understanding and responding to IRS notices and letters to resolve any issues promptly.
Tax Consultation (4x)
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Four personalized consultations per year to review your tax situation, optimize strategies, and address any changes.
Unlimited Email Support
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Access continuous email support for any tax-related questions or concerns, whenever you need assistance.
Bookkeeping Services
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Ongoing management of financial records and reconciliation, ensuring accuracy and compliance for smooth business operations.
Business Structure Analysis
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Evaluate your business structure to ensure tax efficiency, legal protection, and alignment with growth goals.
Business Valuation
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Accurate assessment of your business's worth to support strategic decisions, sales, or investment opportunities.
Payroll & 401k Setup
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omprehensive HR support, including Employee Benefits, HR Administration, and Payroll Services, to ensure compliance, streamline operations, and enhance employee satisfaction.
Exit Strategy Planning
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Develop a strategic plan for transitioning or selling your business, maximizing value, and ensuring a smooth exit.
Phone Access to Elite Tax Advisor
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Priority phone consultations with a top tax expert to address your questions and provide tailored advice.
Retirement Plan Analysis
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Review and optimize your retirement plan to ensure it aligns with your financial goals and maximizes tax benefits.
Risk Analysis
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Identify and assess financial risks, including bankruptcy risks, market fluctuations, tax liabilities, and potential legal issues, to safeguard your business and personal assets for long-term stability.
Offerings Table
Tax Preparation
Tax Advisory
CFO
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Our Services

Having a tax professional is important because they provide expert guidance on navigating complex tax laws, helping you maximize deductions and credits while staying compliant. Their knowledge reduces the risk of errors, penalties, and audits, ensuring your tax returns are accurate and optimized. Additionally, a skilled tax professional offers strategic advice for long-term financial planning and represents you effectively in case of audits or disputes. Ultimately, they save you time, money, and stress while ensuring you make informed financial decisions.

  • Tax planning is the process of analyzing finances and implementing strategies to minimize tax liabilities while maximizing savings. It involves optimizing deductions, credits, and exemptions to ensure compliance with tax laws while achieving financial goals.

  • Tax preparation is the process of gathering financial records, completing necessary tax forms, and filing a tax return with the relevant tax authorities. It involves accurately reporting income, deductions, and credits to determine the correct amount of taxes owed or the refund due.

Why Choose Elevate Tax Planning?

At Elevate Tax Planning, we are committed to providing proactive, tailored advice that elevates your financial situation. Whether you need assistance with everyday tax preparation or you're looking for long-term tax strategies, we are here to help you succeed.

Services Guide

  • Tax preparation for individuals filing as Single, Head of Household, or Married Filing Separately.

    Tax Preparation

  • Tax preparation for married couples filing jointly to maximize deductions and credits.

    Tax Preparation

  • Tax services for businesses, including entity-specific filings and deductions to ensure compliance and savings.

    Tax Preparation

  • Comprehensive tax preparation for both personal and business returns, streamlining your filings for maximum efficiency.

    Tax Preparation

    Tax Advisory

    CFO

Pricing, additional services and discounts may be available and will be discussed during the consultation.

Take the first step with your Tax Specialist.

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