Tax Planning & Preparation

Expert tax solutions for you and your business.

We Keep Your Numbers in Check!​

Tax Planning and Tax Preparation 

The CPA Group provides expert tax preparation and tax planning and we make your experience easy and worry free. Our experienced professionals excel at business and individual tax return preparation and consulting. We work closely with you throughout the year to develop a personalized plan to ensure that our tax saving strategies are custom tailored for you.

The Value of Our Service

  • Expert advice. We're small business owners like you and we've "been there". We are always happy to share our expertise that we have gained from over three decades of working with clients just like you.
  • Year round availability ensures that your trusted adviser is available to answer your questions and provide tax strategies to meet your unique needs.
  • Personal one-on-one guidance provides you with answers to your important questions in language you understand.
  • Online, paperless process (optional) enables you to submit your tax source documents online and access your completed return instantly on our secure portal.
  • Data Security is enhanced through our online platform which is more secure than sending documents via email.

Comprehensive 
Business Tax Services

We work in partnership with you to make sure you are well informed about your tax options as a business owner. Our process is to fully understand your business so that we can implement effective tax strategies for you.
  • S-Corp, C-Corp, Partnership, Trust/Estate and Non-Profit return preparation. We've been supporting small businesses for over fifty years and receive considerable continuing education so you can rest assured that your returns are prepared properly.
  • Depreciation calculations are prepared using current IRS formulas to determine allowable depreciation deductions based on the type of asset.
  • Tax planning. We partner with you to ensure that you have an up-to-date picture of your business health, enabling you to make informed decisions to minimize your tax burden.
  • Business entity planning. We can help you decide which business type (Corporation, LLC, Partnership, Sole-Proprietor) is best for you.
  • Retirement plan contribution consulting. We will ensure that you are investing your money wisely in an appropriate tax advantaged vehicle such as an SEP, 401K, or Simple IRA. We can inform you of applicable due dates and limits to best plan for your retirement.

Comprehensive
Individual Tax Services

We are your financial advocate and we provide service that goes beyond the delivery of your tax documents. We pride ourselves in ensuring that you are well informed and understand your tax return.
  • Reliable, timely, and accurate filing of your individual tax return
  • Multi-state and local tax filings.
  • Quarterly estimate tax calculations are provided to you so there are no surprises on April 15th.
  • Year-end tax planning provides a valuable opportunity for us to meet with you at year end so you can make sound decisions to reduce your tax liability.
  • Timely IRS Audit Assistance and responses to notices. We will represent you in front of the IRS.
  • Specialized planning including estate, gift, and trust preparation as well as wealth transfer planning. We ensure that you have a sound wealth transfer strategy in place that will enable you to minimize the impact of taxes.

The Convenience of Our Online Platform

Our optional advanced portals enable you to exchange documents with our staff in real time via the web and provide a direct link to us—24/7!

This allows us to provide services anywhere you have an internet connection. Including transmission of documents, digital copy of tax return, electronic signature and online payment of fees.

Taxpayer Maintenance Agreement

Relax. We've got your back.

With this optional retainer service agreement we will provide you with prepaid response to IRS and State notices; and optional full audit coverage.  For more information please see our Taxpayer Maintenance Agreement. 

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Request your free 30 minute consultation.
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