Explore Our Services

Tax Planning

"If you fail to plan, you plan to fail." – Benjamin Franklin

At Expert Tax CPA, we believe that planning is the key to the success of your business and the key to saving you the most in taxes. There are over 100 tax strategies available and using the right ones for your business can mean significant tax savings. We encourage proactive planning throughout the year and especially before year-end.

Let’s work together to keep more of your hard-earned money in your pocket!

When should you contact us for tax planning services?

If you’re not sure…. You have enough basis to take distributions.You have the correct entity type.You should buy that piece of equipment now or later. You should contribute more to charity or fund retirement.. You should take a vacation with that tax refund you just received. You should take auto mileage or actual expenses. You’ll have enough saved to pay your tax due. You’re missing tax savings opportunities. You’re paying yourself the correct amount of wage. You’re taking advantage of all legal tax deductions and credits. Your estimated payments will be enough.

Let us help!

Tax Planning Services:
  • Individual
  • Business
  • Year-End
  • Retirement
  • Individual Transactions
  • Entity Structure

“Next to being shot at and missed, nothing is quite as satisfying as an income tax refund.” — F.J. Raymond

Tax Returns

“The hardest thing in the world to understand is the income tax.” – Albert Einstein, physicist

At Expert Tax CPA, we’re here to make the complicated tax code simple for you to understand. Our tax professionals are trained to use tax strategies to minimize your taxes. We work with individuals and businesses with simple to complex tax situations.Uploading documents directly to your portal is our preferred method to receive documents. See the portal link at the top of our website. Documents can also be sent to us via mail, email, fax, or drop off. Once received, all documents are saved to your secure portal where you can access them as needed.

Let us help!

Tax Planning Services:

Tax Planning

“If you fail to plan, you plan to fail.” – Benjamin Franklin

At Expert Tax CPA, we believe that planning is the key to the success of your business and the key to saving you the most in taxes. There are over 100 tax strategies available and using the right ones for your business can mean significant tax savings. We encourage proactive planning throughout the year and especially before year-end.

Let’s work together to keep more of your hard-earned money in your pocket!

When should you contact us for tax planning services?
If you’re not sure….
you have enough basis to take distributions.
you have the correct entity type.
you should buy that piece of equipment now or later.
you should contribute more to charity or fund retirement..
you should take a vacation with that tax refund you just received.
you should take auto mileage or actual expenses.
you’ll have enough saved to pay your tax due.
you’re missing tax savings opportunities.
you’re paying yourself the correct amount of wage.
you’re taking advantage of all legal tax deductions and credits.
your estimated payments will be enough.

Let us help!

Tax Planning Services:

  • Individual
  • Business
  • Year-End
  • Retirement
  • Individual Transactions
  • Entity Structure

“Next to being shot at and missed, nothing is quite as satisfying as an income tax refund.” — F.J. Raymond

Accounting & Payroll

“Garbage in, garbage out!” – George Fuechsel
“Accounting is the language of business.” – Warren Buffett

At Expert Tax CPA, we believe having complete and accurate books is one key step to having a successful business. We specialize in this so you can specialize in running your business. Depending on your business, the accounting can be complicated and needs to be done accurately by professionals who specialize in it. Accurate books will allow you to make accurate management decisions that may determine the future of your business.

Tax Returns

“The hardest thing in the world to understand is the income tax.” – Albert Einstein, physicist

At Expert Tax CPA, we’re here to make the complicated tax code simple for you to understand. Our tax professionals are trained to use tax strategies to minimize your taxes. We work with individuals and businesses with simple to complex tax situations.
Uploading documents directly to your portal is our preferred method to receive documents. See the portal link at the top of our website. Documents can also be sent to us via mail, email, fax, or drop off. Once received, all documents are saved to your secure portal where you can access them as needed.

Tax Resolution

“Dear IRS, I’m writing to cancel my subscription. Please remove my name from your mailing list.” – Unknown

At Expert Tax CPA, we’re here to help you unsubscribe! Many new clients come to us after situations have already occurred that have caused IRS attention. We have the resources and the know-how to work with the IRS and alleviate your stress.

Ready to Get Started?

Get A Free 2-Year Tax Review

We review two years back to find errors and missed tax savings.