Concierge Services Provided

100% Virtual Tax Return Preparation

I know how time consuming getting your taxes done can be.  Commuting to your tax professional’s office, the wait time in the office and the time spent with the tax preparer to finalize your return, this can easily end up spending most of your day off.  At Concierge Tax Consultants we give that time back.  Using our integrated SmartVault support system we are able to provide a highly secure platform for sharing your sensitive documents. With your unique Client Portal, you can access your return at anytime. No commuting, No waiting, No time wasted.  We work efficiently and diligently around your schedule to finalize your return. 

 

Individual Tax Planning and Strategization 

Tax forms, tax law and perpetual changes in IRS tax code and requirements can be overwhelming.  We work closely with you to understand your unique tax situation and strategize plans to improve your tax outcomes.  We will guide you and update you on the new changes that can have an effect on your tax plan.  We believe in an educated tax client.  We work hard to find your best tax position and optimize your savings.  Our goal is for you to be satisfied with our service and guidance.

 


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