Preferred Tax planninG
At Preferred CPA's, tax planning is a key component in
reducing tax liability and is one of our core services. Working with our clients on an ongoing basis allows us to maintain the most up-to-date forecast of their tax situation, while keeping them informed of the latest tax developments.
Not only do we handle our clients' tax return preparation, but we also assist with government compliance. We analyze the information presented during the tax return preparation process, and then we sit down with our clients to assist in future planning and help establish new benchmarks to evaluate additional tax savings opportunities. Tax planning is the key to our clients' business and individual success!
Business Tax Planning
Business start-up, growth, and entity planning are substantially impacted by taxes. We assist our clients with all of their general business and tax planning needs, including QuickBooks® ProAdvisor training and assistance, financial statement preparation, management consulting, business entity planning, business tax planning and preparation, payroll preparation, and business problem solving. Our colleagues at Nicholas Law Firm, P.C. are available to assist our clients with all of their business and corporate legal needs, from business formation to contract preparation, business acquisitions and sales.
Retirement and Financial Tax Planning
Wealth development through proper retirement planning, estate planning and preservation for future generations is also enhanced with our calculated retirement and financial tax planning. We can assist you with everything from IRAs to 401(k) plans, college savings plans, and insurance needs.
Representation Before the IRS
Don't let the thought of dealing with an IRS inquiry worry you. Our colleagues at Nicholas Law Firm, P.C. have over 25 years of experience in assisting businesses and individuals with their legal concerns. It is through these years of expertise that we have achieved competence and success when we represent our clients before federal, state, and municipal tax agencies.
TOOLS AND RESOURCES
Track your State of Michigan Tax Return
IRS Frequently Asked Questions and Answers
State of Michigan Individual Tax Forms
State of Michigan Business Tax Forms
State of Michigan Sales and Use Tax Information
RECENT TAX CHANGES
IRS Highlight of Newly-Enacted Tax Laws and Changes
CALCULATORS
PREFERRED TAX PREPARATION
When our clients engage the professionals at Preferred CPA's to prepare their personal or business income tax returns, they are assured that their information will remain private and confidential and will be handled with the utmost accuracy and reliability. Client cooperation means all returns are filed in a timely manner. We use the latest software technology in preparing accurate returns. Our clients are confident that their tax returns will be safely and securely e-filed to the appropriate government agencies. From start to finish, our goal is to make our clients' tax preparation experience easy and stress free.
Please review our Privacy Policy.
PRIVACY POLICY OF PREFERRED CPA'S
It has always been the policy of Preferred CPA's to keep all the information we collect from our clients confidential from all sources. We restrict access to all non-public personal information about our clients to those members of our firm who need to know that information to provide service to our clients. We do collect non-public personal information about our clients from the following sources:
Information we receive from our clients on tax preparation organizers, worksheets, federal and state tax reporting forms, and other documents we use in tax preparation or other financial and related services;
Information about our clients' transactions with us, or affiliates, and others; and
Information we may receive from outside agencies, such as banks and brokerage houses.
We do not disclose any non-public personal information about our clients or former clients, except as permitted, required or approved by our clients in writing as listed below:
Requirements to comply with federal, state or local law.
Requirements to comply with national, state or local licensing rules.
Requirements to disclose information in response to legal subpoenas.
Items our clients permit or request us to disclose, as authorized by our clients in writing.
Information, which our clients authorize us to disclose by signing an engagement letter, to electronically file their tax returns, when applicable.
Information, which our clients authorize us to disclose by signing an engagement letter, that discloses that they are our client, without disclosure of financial or other personal information.
TAX ORGANIZERS