Gradient Tax Services
Tax Preparation Services:
- Our team of CPAs will prepare your client’s individual or business income tax return with the highest level of professionalism and service in the industry.
- We prepare your returns so that your client’s only pay what they are required to pay and not a penny more.
- Furthermore, we ensure fast and easy tax filings, or e-file.
- Lastly, we monitor tax law changes that will affect your clients, recommend tax saving strategies and serve as their advocate in tax matters.
Prior Year Individual Income Tax Review (2nd Opinion):
- Did you know that over 80% of tax returns have errors and missed deductions on them? Odds are your clients fall in this category!
- Our team of CPAs will conduct a comprehensive review of your client’s prior year tax return.
- This will give them an opportunity to get a qualified, unbiased second opinion from someone who has expertise to identify errors or missed deductions that may have caused you to overpay and they will keep 100 % of it!
Prior Year Business Income Tax Review (2nd Opinion)
- According to the Senate Small Business Committee, 93% of small businesses who pay alternative minimum tax overpay their income taxes in excess of $11,600!
- Our team of CPAs will review your client’s business returns for errors, missed deductions, and additional refund money!
Proactive Tax Planning
- Most tax preparation firms record the receipts and documents you provide them with; in short, they simply record history.
- At Gradient Tax, we believe in proactive tax planning to help your clients minimize their tax burden and help them build a solid foundation of tax reduction strategies.
- This is practiced through our Personalized Tax Reduction Report after tax preparation and 2nd opinion tax reviews.
- This report will not only help your clients cut their tax bill in the upcoming years, but will identify numerous opportunities for insurance and investment sales.
Roth IRA Analysis
- Whether or not your client should convert to a Roth IRA, is not an investment decision. It is absolutely a TAX DECISION!
- Do not put yourself and your business at risk by giving tax advice! This is where Gradient Tax comes in!
- Our team of CPAs will analyze your client’s complete tax picture and prepare a personalized Roth IRA conversion analysis report that will help you to determine whether a Roth IRA Conversion makes sense for them.
- We will also provide the tax expertise necessary to avoid potential pitfalls and guide them through the process in the most effective manner possible.
Stretch IRA Analysis
- Our team of CPAs provide detailed analysis and illustrations that will enable you and your clients determine the best course of action regarding their IRA accounts and how best to reach their financial and legacy planning objectives.
CPA Consultation and Support
- Do you need tax advice? Have a tax issue with a client? Call Gradient Tax!
- Our team of CPAs and tax professionals provide unparalleled service and support, allowing you to answer your clients’ questions and market tax services with confidence.
- Get your clients the correct answer the first time! DIAL (877) 3 – TEAM – CPA.
Want to learn more?
Call us today today!
 |
877-441-1219 |
Or email us at:
