2020 Sera Anderson

DEVELOPING INNOVATIVE STRATEGIES

TAX PREPARATION AND PLANNING

Individual Tax

 

We offer tax preparation service to all types of clients. We maintain a high level of tax knowledge so we can complete the simplest of returns to the very complex.  We price the tax return based on the complexity of your tax situation.  We commit to completing your return in a timely manner and providing clear communication when answering questions.   We offer a no-charge initial  consultation to get a quote and see if we are a good fit for your needs.  We will not offer advice in this initial consultation.

Business Tax

 

Each business is different so we tailor our tax preparation to the business’ needs. In general, we can provide tax preparation for Sole Proprietors,  S-Corporations,  C-Corporations and Partnerships. If needed, we also offer ongoing support through the Financial Consulting part of our business.  We can help you make sense of the financial health of your business and help you make informed financial decisions.

Financial Consulting/Tax Planning

We offer an unbiased look at your financial situation and help you figure out what options are best for you. We do not sell any products and do not get any referral fees from services we recommend. If you do not know where to turn for good financial guidance or tax planning we can help.

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