Between the day-to-day events of your life and running your business, it is no surprise that tax planning is often completely forgotten. Tax requirements are overlooked, and small problems often lead to potentially costly tax mistakes.
Like most business owners, you may find yourself dealing with yesterday’s issues instead of planning for tomorrow’s opportunities!
The fact is, tax planning and tax preparation (for business or personal) aren’t always easy. Cookie-cutter tax solutions don’t always work. If Only life was so simple! The worst part about self-guided tax tools is that they often ignore the need to sort, organize and understand available information, often involving one or more boxes of receipts and other documentation that could be vital come tax time. Organizing without analyzing equals undesired results.
Good tax planning and preparation requires an understanding of your complex needs. This cannot be achieved 24 hours before the tax deadline, and you can’t do it with software. Instead of leaving your tax compliance aside until tax season (when you have all that pressure on you), you need to work with tax professionals throughout the year with all financial considerations weighed and evaluated.
Vitae® Tax is your solution! We offer a complete set of tax-based solutions and services. We don’t just give you completed tax forms – we offer the peace-of-mind of knowing you have a team of tax experts helping with proactive tax risk assessment, protective record-keeping, and professional preparedness.
PROACTIVE throughout the Year
When you let us account for your business activities, analyze the reporting, and plan for your future tax filing, you reduce pressure and lower the risk for costly mistakes while filing tax returns. We will account for your business activities, complete your tax books, and provide periodic reviews of tax risks associated with your business. No details are overlooked. No records are passed over. There are very few places that offer dedicated resources to business owners to remind them of important tax deadlines. We’re happy to organize your paperwork, regardless of how many boxes you’ve stashed them into. You’ll have a tailored tax plan that meets all legal requirements, plus a proactive plan for meeting your business and personal financial goals.
PROTECTIVE with every Tax Return prepared
There are many companies and online services cheap business tax preparation. MOST of these services do not include the necessary documentation for business activities, sales and expenses that will support your tax return. Among our current clients, we hear stories about “budget” tax bookkeeping and tax accounting services that literally make up numbers so that they balance. What this means for you is that you have no support if (or when) you get audited. What good is a tax preparation service if you’re left alone to defend made up numbers that do not make much financial sense? The Vitae® Tax Approach to Tax Preparation: every tax return we file is backed up by tax books representing all your business and tax-deductible activities throughout the year.
PROFESSIONAL and fully Compliant
As a small business owner, you do not always have time to keep track of every business transaction. And there are many companies and online services offering tax filing and bookkeeping services. Most of them – and by this we mean nearly ALL of them – require you to keep track of every business transaction, including (and not limited to) ever business lunch, every ream of inkjet paper, box of pens, and bag of coffee. With Vitae® Tax on your side, we assemble your tax books by using bank accounts and credit card statements as the starting point, supplementing these records with any additional information you can give us. This is the Vitae® Tax Approach to Tax Preparation: relieve the transactional record keeping task with actual, tax accountable records.
Our approach is part of our in-person, face-to-face interaction with every client. A fully trained real-life practitioner will help you build “tax books”, and not databases, to properly complete your required tax forms.
We Collect, Categorize, and Record every transaction with as much detail as available from your records and bank accounts. Then we Reconcile and Verify each record to ensure accuracy and verify completeness and reasonability. You can’t do that with software and cheap at-a-distance services.
With this approach, your tax books are 100% accepted as support for tax preparation. This is what gives us full confidence on our work guarantee:
Every tax return is supported with tax books based on corroborated documentation; and
All our work complies with rules set by the Internal Revenue code.
In the event of a tax audit, you’ll never be alone to defend yourself. You’ll have the peace of mind that your tax return forms are supported by the proper documentation. Be shielded by records we compile for you. That’s how you can file with confidence with VITAE® TAX.