At TPI Group, our tax professionals take a holistic approach to tax preparation. We start by getting to know you and your unique financial situation, so we can find the best course of action for even the most complicated tax situations. Through proactive planning and a variety of tax tolls, we can help you get the most out of your tax return.
Whether you’re an employee or a self-employed small business owner, we have the experience and knowledge to help you minimize your tax liability. Unless you’re a tax pro, we’ll hazard a guess that you don’t look forward to tax preparation season. Because tax laws change every year, it is incredibly easy to overlook deductions and credits that you are entitled to in your tax situation when you prepare your own taxes, even if you use a tax software program.
A TPI Group tax professional can help make sure that you take advantage of all the deductions and credits you’re entitled to, so that you get the maximum tax refund possible. And, because tax preparation fees are typically very affordable, they can end up paying for themselves many times over. So a tax deadline has you feeling stressed out, remember that there’s no need to go it alone – a TPI tax expert can help take the headache out of tax preparation.
Did you know that the U.S. Government’s Accountability Office asked 71 million taxpayers about their tax preparation experience, and 77% reported that they benefited by hiring a professional tax preparer?
If you have never worked with paid preparers in the past, here’s what you can expect from TPI Group. We always meet our new clients in person to ensure we understand your big financial picture. At our first meeting, we’ll review your returns from previous tax years and gather all of the information we need for this year’s return. In addition, we’ll show you how to adjust your payroll withholding, so you take home more of your income. We’ll also point out potential tax deductions that can limit your tax liability next year and potentially get a bigger refund.
During a follow-up meeting, we’ll review this year’s return together and send you home with a package that includes a copy of your state and federal tax returns, our letter of disclosure, and instructions on how to pay the IRS (if necessary). We will then file the return electronically on your behalf.
Even if you are a business owner and your books are a mess, that is not a problem for the team at TPI. We will plow through your self-employment income and business records to carefully place all expenses in the proper categories. If you need a full Schedule C, we will prepare that for you. Our team will also help you set up an easy-to-use system for next year to keep your records in top-shape for next year.
If you are an existing client, we will send you an organizer before tax season that allows you to quickly fill in your current income, mortgage information, college tuition (if any), and any other information that is different from last year’s tax return. Once we receive it, we will prepare this year’s return, send it to you for review, and then electronically file the return on your behalf.
Don’t panic! With the help of IRS enrolled agents, we will call the taxing authority directly on your behalf and work to quickly solve any IRS issues that might stem from a corrected or amended return. All we need from you is power of attorney to get started.
At TPI Group, we offer a full range of tax preparation services to help you get the most out of your tax return because we understand the ins and outs of the tax code. Our experienced tax pros will work with you to ensure that you take advantage of all the tax breaks and deductions you’re entitled to, which, in many cases, more than pay for any tax prep fees.
TPI’s income tax preparation services include the following:
We also offer accounting services to help you keep track of your finances and make sure that your taxes are filed correctly and on time. Whether you need help with tax prep or accounting, TPI Group can provide you with the tax advice you need to maximize your benefits.