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Tax Preparation & Planning

Taxes Are Complicated, We Make Them Easy!

Tax Preparation Services

Pro Financial Services Group, Inc. is committed to providing our clients with the highest quality tax preparation services. Our team of experienced tax professionals has the expertise and knowledge to ensure that your tax return is filed accurately and on time. We are confident that you will be satisfied with our expert tax preparation services. Please contact us today to learn more about how we can help you with your next tax return. 

Our Tax Preparation Process

Input Data

We will gather all your necessary tax documents, such as W-2s, 1099s, and any other relevant documents and input them in to our system.

Review

After the data is input, we meticulously review it to ensure the accuracy of all entries and the application of all appropriate deductions and credits. We then perform a second review for added assurance.

Client Signs

At your convivence, you can either electronically sign your tax return or sign it in person at our office during regular business hours. 

E-File

Once your tax returns are electronically signed, we will promptly e-file them and confirm their acceptance by the IRS and states. This ensures the timely and accurate filing of your tax returns.

Proactive Tax Planning

At Pro Financial, our experienced tax advisors are available year-round to assist you with comprehensive tax planning strategies tailored to your unique financial situation. Tax planning plays a crucial role in minimizing your tax burden and maximizing your long-term financial well-being.

Understanding Tax Planning: A Proactive Approach

Tax planning involves anticipating your tax liabilities throughout the year and developing strategies to reduce your overall tax exposure. It's a proactive approach that considers your financial goals, income sources, potential deductions, and available credits. By gaining a clear understanding of your tax situation early on, you can make informed decisions that can significantly impact your tax liability come tax preparation time.

Benefits of Year-Round Tax Planning

Year-round tax planning offers a multitude of benefits, including:

  • Accurate Tax Estimation: Tax planning helps you estimate your tax liability throughout the year, providing a clearer picture of your financial situation. This early assessment allows you to make adjustments to your income, deductions, or contributions to optimize your tax outcomes.
  • Organized Records: Tax planning encourages you to maintain organized financial records throughout the year. Keeping track of receipts, invoices, and other relevant documents makes it easier to gather the necessary information for accurate tax preparation.
  • Identification of Deductions and Credits: Tax planning involves understanding the various deductions and credits available to you. By identifying eligible expenses and benefits, you can maximize your tax savings during tax preparation.
  • Proactive Addressing of Issues: Tax planning can help identify potential tax issues early on, allowing you to take corrective actions before tax preparation. This proactive approach can prevent surprises and minimize potential penalties or delays in filing.
  • Informed Decision-Making: Tax planning provides valuable insights into your tax situation, empowering you to make informed financial decisions throughout the year. These insights can guide your investment strategies, charitable giving, and other financial choices with tax implications.

We recommend scheduling a tax planning consultation with our advisors before you experience major life changes, such as:

  • Marriage
  • Purchase or sale of business, rental property, or other asset
  • Out of state move or relocation
  • Change in dependents
  • Retirement

These life events often trigger significant tax implications, and early planning can help you navigate these changes effectively and minimize your tax burden.

At Pro Financial, we are committed to providing you with personalized tax planning services that align with your unique financial goals and objectives. Contact us today to schedule an appointment and discover how our team of experts can help you achieve year-round tax savings.

We Help Resolve Tax Issues

Offers in Compromise

Offers in Compromise

At Pro Financial, we understand that dealing with the IRS can be a daunting task. That's why we are here to help you every step of the way. We will work with you to determine if you are eligible for an Offer in Compromise and will assist you in the application process and communication with the IRS. We will also take care of all the paperwork for you so that you can focus on what matters most: getting your tax debt resolved.

Audit Representation

Audit Representation

Pro Financial's experienced tax advisors are here to stand by your side if you are selected for an IRS audit. We will work closely with you to develop a comprehensive plan to navigate the audit process and achieve the most favorable outcome. Our expertise and dedication will ensure that your interests are protected throughout the entire process.

IRS Correspondence

IRS Correspondence

In the event you receive a letter from the IRS, Pro Financial can expertly decipher its contents and guide you through the process of complying with its requirements. Should any amendments or modifications be necessary, we are here to provide comprehensive assistance.

Contact Pro Financial About Tax Preparation

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 **For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Financial Specialist LLC nor any of its affiliates offer tax or legal service.**