Service

Tax Planning & Strategy

At Verified Tax Services, we believe in proactive tax planning that helps you minimize your tax liabilities and maximize your savings. Whether you're an individual preparing for retirement, a business owner looking for tax-saving strategies, or someone with a complex financial situation, we work with you to develop personalized tax strategies that align with your long-term financial goals. Our tax planning services are designed to ensure you stay ahead of the curve and make informed decisions year-round.

We offer comprehensive strategies tailored to individuals, families, businesses, and investors, including retirement and investment planning, deductions, credits, and entity structure optimization. By taking a forward-thinking approach, we help you prepare for future tax obligations, reduce your tax burden, and ensure your financial security.

What you can expect from our Tax Planning & Strategy service:

Personalized tax strategies to reduce liabilities and optimize savings.
Tax planning for individuals, families, businesses, and high-net-worth clients.
Strategic advice on retirement planning, investments, and deductions.
Regular reviews and adjustments to align with changes in tax laws.
Transparent communication and guidance to help you make the best tax decisions.

FAQ

Our most inquired subjects: answered

What types of tax services do you offer?

We provide a wide range of services, including tax preparation, tax resolution, strategic tax planning, accounting, and industry-specific solutions. Whether you’re an individual, small business, or an expatriate, we tailor our services to meet your needs.

What should I bring for tax preparation?

For tax preparation, you’ll need personal information, income documents (W-2s, 1099s), deductions (mortgage interest, charitable donations, medical expenses), and any other relevant tax forms. Our team will provide you with a checklist to make sure you have everything needed for a smooth filing process.

Can you help me if I have unresolved tax issues from previous years?

Absolutely! We help clients resolve past tax issues, including audits, unpaid taxes, liens, and penalties. Our team will negotiate with the IRS or state tax authorities to find the best resolution for your situation.

Can you help businesses with tax planning and accounting?

Yes! We offer comprehensive accounting services for small to medium-sized businesses, including bookkeeping, payroll, financial reporting, and proactive tax planning to help minimize tax liabilities and maximize savings.

How do I know if I need tax resolution services?

If you’re facing issues such as IRS audits, back taxes, liens, penalties, or disputes with state or federal tax authorities, tax resolution services can help. Our team will work with you to resolve these issues and find the best solution for your situation.

Do you provide services for self-employed individuals or freelancers?

Yes, we specialize in tax services for self-employed individuals, freelancers, and gig economy workers. We can assist with quarterly filings, maximizing deductions, and helping you plan for your taxes throughout the year.

What is the cost of tax preparation or resolution services?

The cost varies based on the complexity of your tax situation. We offer transparent pricing and will provide you with a detailed estimate after reviewing your case. We aim to offer affordable solutions tailored to your specific needs.

Do you provide services for expatriates or foreign nationals?

Yes, we specialize in international tax services for expatriates and foreign nationals. Whether you live abroad or have cross-border business interests, we can guide you through the complexities of international tax compliance, reporting, and strategy.