Consultation
Each of us has a relationship with the IRS. At CPR Tax our mission is to meet you where you are in this relationship, while assisting you to get to where you want to go.
Our tax returns are as unique as your own fingerprints. Therefore why would you not have tax plan that reflects where you are going?
Our goal is to understand where our clients are, and anticipate where their needs will be. Or better yet, what is going to happen in your life 3,,5,10 years from now? While we do not have a crystal ball, we do have experience from our hundreds of clients to know there are similarities within your uniqueness.
How do you get started? First we need to know if you are a business owner or an individual for tax purposes? Business owners face many challenges that individual tax filers do not.
FAQ’s
- Why is tax planning important?
- I am a new parent what do i need to know?
We view our client’s tax needs from all sides. This includes reviewing past returns, identifying changes that may or will be occurring as well as planning for what ifs.
Tax Planning is done both on the individual and business levels.
Tax Planning & Consulting
Individuals
- Review Past Returns
- Tax Liability Minimization
- Retirement Options
- Compliance
- Cash Flow Planning
- Tax-Efficient Charitable Giving
- Estate & Gift Tax Planning
- Mid Year Reviews
Business (Sole Props, LLC’s, Partnerships, & Corporations)
- Review Past Returns
- Tax Liability Minimization
- Retirement Options (What do you currently have in place?)
- Compliance
- Cash Flow Planning
- Operations Overview