As all things go, you’ll first need to have a call with us to discuss your bookkeeping needs. Click on the “make an appointment” link and we’ll get started. If you’re a good fit for us, we’ll need access to your current bookkeeping platform, if applicable, read-only access to your bank accounts to set up auto downloads of transactions and your willingness to be responsive when questions arise.

We’ll review your past two years of tax returns for proper tax structure, missed tax deductions, missed tax credits, and other tax savings strategies you can be using to reduce taxes. If there is a way to put money back in your pocket even after the returns have been filed, we can amend your returns at an affordable price.

Having your books completed by a professional will give you peace of mind. Our bookkeeping professionals are trained and overseen by a tax professional with over 15 years in the industry. We also encourage learning and staying on top of industry best practices. And if we’re completing your tax returns, you’ll want your books completed by us too. That will allow us to see the full picture of your business. If in the unlikely event of an audit, an auditor will want to see that your recording keeping and tax returns tie. We’ll make sure your books tie to your tax return.

You want books completed by someone who also works on your return so they can see the full picture of your business. If in the unlikely event of an audit, an auditor will want to see that your recording keeping and tax returns tie. We’ll make sure your books tie to your tax return.

Go to IRS.gov/refunds. There you can check the status of your refund. If the information on the IRS website is not helpful or vague, which it often can be, make an appointment with us. We can create a power of attorney for you and discuss your situation with the IRS. The IRS can often make errors on their end and needs a phone call to clear the account before they will refund your money.

The IRS now allows you to set up an online account to view your individual account information, including liability balances by year. Google “Setup an online IRS account” and follow the steps. Your account will also allow you to view prior payments, make new payments, create a payment plan, access tax records, and view tax pro authorizations.

Yes! We have clients spread across the U.S.

There are many ways to do this. At Expert Tax CPA, we recommend starting with a Tax Plan. A tax plan will provide you with a GAP analysis and determine where you are at with your tax savings structure and what you need to do for maximum tax savings. Once your tax plan is in place, accurate bookkeeping will make sure all of your income and expenses are tracked properly. Finally, having a professional prepare your tax returns. During tax preparation, there are still ways we can analyze your tax strategy for tax savings.

We do business and personal tax planning for every stage of your life. Every stage of life has different tax planning techniques that can be used. We discuss where you’re at and how we can save you taxes now and how to plan for the future.

Yes! Focus on timing your retirement distributions, bunching itemized deductions such as charitable contributions and medical expenses in the same year, realizing capital gains in low-income years, and donating highly appreciated stock to charity instead of cash.

The answer to this is really personal preference but from the standpoint of a conservative accountant, you should use it in a way that will bring you the biggest bang for your buck. What that “bang” is is determined by you. If you have debt, paying down high-interest credit cards may be good. If you need a vacation to reset your mentality and motivation, take a trip to focus and reset. If your car is on its last leg, put a down on a new car. If your business needs a new asset, buy the new asset. If your retirement is coming up, make a bigger contribution to your retirement account.

We get this question a lot. Don’t let the tax tail wag the dog. The answer to this question comes down to your personal preference and the needs of your company. There are pros and cons to each option. If you like a new vehicle every two or three years, leasing may be more advantageous. If you like to hold your vehicles longer, buying may be more advantageous. If you’re looking to decrease your income at year-end and make investment in your business, buying a vehicle over 6,000 pounds or a specialty vehicle to take accelerated depreciation on it the first year using bonus depreciation or section 179 may be most advantageous. It really depends on you. Schedule a call and let’s discuss.