Two things about taxes that almost all Americans share:
We want to pay less in taxes, and
We want to avoid audits
The best way to accomplish both goals is with a comprehensive tax plan from Vitae® Tax.
Whether as an individual, partnership, corporation, successor trustee for a trust, investor, or retiree, we can accommodate every personal tax and tax accounting need.
We work towards understanding your individual and business tax needs. This is achieved through a full long-term strategy to attain your personal tax and tax accounting goals. To build your plan, we need to get personal with one-on-one service. Effective tax preparation and tax advice is not something done at an arm’s distance. When we get personal, we develop and fulfill a complete customized plan that will meet or beat your goals. We will map your path with tax-savings in mind both for the current year, and for years to come.
We inform you of your tax reporting and filing requirements. In this ever-changing tax world, we work to position you towards being proactive, rather than reactive. Your personalized business tax structure requires that you and your tax advisor understand the tax implications of your structure. We ensure that your tax reporting and filing requirements are met.
We work with you to document your position in order to support your tax reporting. We blend time-saving record-keeping and filing process tailored to your unique situation that will reduce audit danger. If you are called for a random audit check anyhow, we’ll be there with exact numbers, precise documentation, specific answers for every question, and professional representation to back you up every step of the way.
Our reputation precedes us: Since 2006, thousands of individual and business clients have known us to be honest and trustworthy professionals. Our clients know us for our qualifications as premier tax professionals with extensive expertise in tax law and tax preparation. Our teams of tax professionals (CPAs, EAs, and certified tax preparers) share decades of experience between them in public accounting and government tax auditing. We get to know you personally and understand your expectation by digging into the details of your personal goals. With enough knowledge and preparation, you can make tax law work for you.
You get a team of knowledgeable tax consultants and accounting professionals supported by experienced reviewers. Our team stands ready to help you prepare for your next tax returns. Our work is personal, private, and efficient. We want to give you peace of mind, knowing that all your tax needs are in capable hands.
From day one, we will structure a plan to help you work on your business, so you can focus on working in your business. Let us free you from paperwork and documentation tasks that used to soak up hours of your time.
Then on day two, you’ll see that we do not navigate our plan based on a cookie-cutter template of services. We understand that no two tax situations are alike. There are some similarities, but the differences are vital.
Long term, you’ll rely on the convenience and security of having our professionals going over every learnable detail about your tax situation, including making sense of that mystery box of documents and receipts you’ve stashed in the closet.
Our unique review process ensures that no opportunity is missed! A properly prepared tax return will minimize the probability of a government tax audit. As the saying goes, we “hope for the best, and prepare for the worse”. We strive to be proactive and prepare for any tax audits. Our belief is that a properly documented tax return will reduce the risk of any additional tax aduit assessments.
Includes federal, state, and local taxes. Your tax returns are analyzed by expert tax preparers that will ensure you maximize every available tax benefit.
We recommend year-round management and planning because it’s the only way to plan for the long-term. We will be your proactive tax advisor.
Let us design a plan to help minimize any tax impact, including coordination with IRC Section 1031 Exchange and other potential tax issues.
Are you behind in filing previous year tax returns? Do you have doubts about prior tax filings? Put your mind at ease and let us help you catch up with the past! We can help you get current by gathering government transcripts and organizing all pertinent
documentation to ensure quality tax filings.
Have you received a government tax audit notice? Do you have other tax problems? Few things stoke more concern than receiving a notice from the IRS. Few issues in life can increase your stress levels as having any tax problem.
We are your representative. We’ll stand before state and federal agencies to help resolve your issues promptly with as little stress as necessary. Let us focus our energy and experience on resolving tax issues while you focus on your day-to-day.
Let us take the lead and organize your response to any government tax inquiry. Our repsonse to a tax audit requires a strategy to help minimize risks. This is achieved by examining paperwork and building a case on your behalf.
Moving forward, we can work with you year-round, and be proactive to minimize tax audit risks and other tax issues from cropping up. Professional tax representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.
Personal income tax audits
Business tax audits
Employment payroll tax audits
State sales tax audits