Tax Return Preparation

As a CPA firm, we prepare many different types of tax returns.  Tax returns are necessary for all taxpayers, but all tax returns are not prepared alike.  Most people see tax returns as a routine or an easy job, but if you have a business or a tax strategy, the tax returns are typically not that easy.  In fact, if you have a business, the likelihood that your tax returns have been prepared incorrectly is very high.  The reason for mistakes is that not all tax preparers understand tax law and / or they are in a rush to get the tax return done quickly.  Unfortunately, when a tax return is done incorrectly, the risk for penalties and interest is with the taxpayer.  Also, do you know that a lot of larger CPA firm outsource the tax preparation to a company in India?  We prepare the returns at our office, as the returns are typically the annual conclusion to a tax and business strategy and we like to keep the information confidential.

Our clients whom typically own and operate privately held businesses have more complex tax returns, which require the expertise of a professional.  During our tax return preparation we are also looking at other ways to make the client more tax efficient.

Though some tax preparers may be cheaper than us, are they really cheaper in the long run if they are doing your tax returns incorrectly? Do you know if you really had to pay all that tax? Do you know if your tax return has taken illegal positions? Wouldn’t you rather implement a tax strategy that is correct safe, and legally reduce your taxes?  At Vertical Advisors we have numerous years working with the US Tax laws, which provide us with an advantage over most other tax preparation firms. Our staff has advanced understanding of tax law, and some have advanced education in taxation (Master of Science in Taxation). Our tax preparation process is first class. We prepare the tax returns with the client and the IRS in mind.  Even though our client audit history is significantly minimal, we feel confident that each return can stand up to a potential IRS or State Audit.

Our Tax Preparation Services include Federal & State(s) services as follows: