{"id":153,"date":"2021-04-16T19:43:27","date_gmt":"2021-04-16T19:43:27","guid":{"rendered":"https:\/\/finiteaccounting.org\/?page_id=153"},"modified":"2021-04-22T18:23:58","modified_gmt":"2021-04-22T18:23:58","slug":"tax-planning","status":"publish","type":"page","link":"https:\/\/finiteaccounting.org\/index.php\/tax-planning\/","title":{"rendered":"Tax Planning"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Hero&#8221; _builder_version=&#8221;3.22&#8243; background_color=&#8221;#084666&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#002e4f&#8221; background_color_gradient_end=&#8221;rgba(8,70,102,0.8)&#8221; background_color_gradient_direction=&#8221;170deg&#8221; background_color_gradient_start_position=&#8221;1%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_image=&#8221;https:\/\/finiteaccounting.org\/wp-content\/uploads\/2021\/04\/law-firm-26.jpg&#8221; custom_padding=&#8221;|||&#8221;][et_pb_row _builder_version=&#8221;3.25&#8243; 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button_bg_color__hover=&#8221;#00e2c4&#8243; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; specialty=&#8221;on&#8221; background_color_2=&#8221;#4e7c97&#8243; bg_img_2=&#8221;https:\/\/finiteaccounting.org\/wp-content\/uploads\/2021\/04\/Accountant-Image-39.png&#8221; padding_top_bottom_link_2=&#8221;true&#8221; padding_left_right_link_2=&#8221;true&#8221; padding_top_2=&#8221;60px&#8221; padding_right_1=&#8221;60px&#8221; padding_right_2=&#8221;6%&#8221; padding_bottom_1=&#8221;60px&#8221; padding_bottom_2=&#8221;60px&#8221; padding_left_1=&#8221;10%&#8221; padding_left_2=&#8221;6%&#8221; padding_1_tablet=&#8221;|6%||6%&#8221; padding_2_tablet=&#8221;|||||true&#8221; padding_1_phone=&#8221;&#8221; padding_2_phone=&#8221;&#8221; padding_1_last_edited=&#8221;on|phone&#8221; padding_2_last_edited=&#8221;on|tablet&#8221; admin_label=&#8221;What We Do&#8221; module_class=&#8221; et_pb_specialty_fullwidth&#8221; _builder_version=&#8221;3.22&#8243; inner_width=&#8221;100%&#8221; inner_width_tablet=&#8221;100%&#8221; inner_width_phone=&#8221;&#8221; inner_width_last_edited=&#8221;on|desktop&#8221; inner_max_width=&#8221;100%&#8221; inner_max_width_tablet=&#8221;100%&#8221; inner_max_width_phone=&#8221;&#8221; inner_max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;30px|0px|54px|0px|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; padding_tablet=&#8221;|6%||6%&#8221; padding_last_edited=&#8221;on|phone&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.27.4&#8243; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;Montserrat|700||on|||||&#8221; header_4_text_color=&#8221;#a2aab2&#8243; header_4_font_size=&#8221;15px&#8221; header_4_letter_spacing=&#8221;2px&#8221; header_4_line_height=&#8221;1.6em&#8221; max_width=&#8221;600px&#8221; max_width_tablet=&#8221;700px&#8221; max_width_phone=&#8221;700px&#8221; max_width_last_edited=&#8221;off|desktop&#8221; custom_margin=&#8221;|||&#8221; custom_margin_tablet=&#8221;|0px||&#8221; custom_margin_phone=&#8221;|0px||&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_last_edited=&#8221;off|desktop&#8221; locked=&#8221;off&#8221;]<\/p>\n<h4>Tax Planning<\/h4>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;Montserrat|800|||||||&#8221; header_2_font_size=&#8221;30px&#8221; header_2_line_height=&#8221;1.5em&#8221; header_3_font=&#8221;||||||||&#8221; header_4_font=&#8221;||||||||&#8221; max_width=&#8221;520px&#8221; max_width_tablet=&#8221;700px&#8221; max_width_phone=&#8221;700px&#8221; max_width_last_edited=&#8221;off|desktop&#8221; custom_margin=&#8221;||30px|&#8221; custom_margin_tablet=&#8221;|0px||&#8221; custom_margin_phone=&#8221;|0px||&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; custom_padding=&#8221;20px|||&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; border_color_all=&#8221;#12eaa6&#8243; border_width_top=&#8221;2px&#8221; locked=&#8221;off&#8221;]<\/p>\n<h2>Tax Services<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Open Sans|600|||||||&#8221; header_3_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px|&#8221; locked=&#8221;off&#8221;]<\/p>\n<p class=\"western\"><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Having an in-depth know-how of taxation, we seek to provide strategic tax planning that would help you reduce your tax liability through tax allowances. We partner with your firm to plan, educate and assist in the management of your finances throughout the year.<\/span><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#0C71C3&#8243; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; ul_text_color=&#8221;#0C71C3&#8243; header_font=&#8221;||||||||&#8221; header_text_color=&#8221;#0C71C3&#8243; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Open Sans|600|||||||&#8221; header_3_text_color=&#8221;#0C71C3&#8243; header_3_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px|&#8221; hover_enabled=&#8221;0&#8243; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<ul>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Tax Preparation &amp; Planning.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS and State Audit Representation<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Non-Filed Tax Returns.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Back Taxes.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Payroll tax problems.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Liens and Levies.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Offers in Compromise.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS and State Payment Plans.<\/span><\/span><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><\/span><\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Open Sans|600|||||||&#8221; header_3_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px|&#8221; hover_enabled=&#8221;0&#8243; locked=&#8221;off&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">We offer individual as well as business tax services:<\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>Income Tax for Business<\/b><\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">We have a team of professionals that make things easily comprehendible for you by using practical solutions that will make your lives a little less complicated. We prepare Business Tax Returns for you and ensure that they include the following schedules:<\/span><\/span><\/p>\n<ul>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1065<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRF Form 1120<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1120s<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1120 IC-Disc<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1041<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 706<\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>Income Tax for Individuals<\/b><\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Our services include:<\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>One-on-one tax consulting<\/b><\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">We conduct one-on-one consulting sessions to help simplify the processes for you. The sessions include questions about your personal tax returns to actively guide you through the filing process. <\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>E-filing and refunds by direct deposit<\/b><\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Electronic return submission has outdated the conventional process of mailing a return. This has increased the efficiency of processes. Despite this, a lot of people are not prone to using technology efficiently. You do not have to worry about that as long as you have Finite Accounting by your side. <\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>IRS Audit Representation<\/b><\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">An IRS letter does not necessarily mean you have done something wrong. We have a team of certified professionals that can help you represent in these matters. <\/span><\/span><\/p>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Other tax services for individuals include:<\/span><\/span><\/p>\n<ul>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Federal and multi-state compliance.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Form 1040X.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Processing extensions and instalments agreement with IRS or State.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Processing tax payments.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Back taxes services.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Individual tax returns prepared complete schedules including but not limited to:<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1040<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">IRS Form 1040NR.<\/span><\/span><\/li>\n<\/ul>\n<h2 class=\"western\"><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\"><b>Professional Tax Help and Proactive Planning<\/b><\/span><\/span><\/h2>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">We can help you in proactively managing both your personal as well as <a href=\"https:\/\/www.atacpasltd.com\/service\/small-business-accounting\/\">business tax issues<\/a>, including understanding how upcoming business opportunities may impact your tax status and vice versa. By having us on board, you are more likely to benefit from these opportunities. We have in-depth industry knowledge, and so are able to understand how the changes in federal, state and local tax legislation and other developments may affect your business. We are constantly identifying new ways to reduce federal, state, or local tax liabilities. Our taxation services include:<\/span><\/span><\/p>\n<ul>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Proactive year-end tax planning which ensures the advantage of all possible tax saving options.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Tax education.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Year-round tax consulting. This ensures that we up to date with all the current tax laws. <\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Annual management meetings to discuss tax impact of your decisions.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Client Web portal provides protected site that creates a single point of access to your sensitive documents.<\/span><\/span><\/li>\n<li><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Regular newsletters and blog posts covering the most recent tax laws that can affect your business. <\/span><\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: Times New Roman, serif;\"><span style=\"font-size: medium;\">Representation and guidance for you with inquiries from tax authorities.<\/span><\/span><\/p>\n<p>[\/et_pb_text][et_pb_button button_text=&#8221;Schedule An appointment&#8221; _builder_version=&#8221;4.9.3&#8243; 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header_4_font_size=&#8221;15px&#8221; header_4_letter_spacing=&#8221;2px&#8221; header_4_line_height=&#8221;1.6em&#8221; background_layout=&#8221;dark&#8221; custom_margin_tablet=&#8221;20px||0px|0px&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221;]<\/p>\n<h4>Other Services<\/h4>\n<h2>We Provide Premium Quality Consultancy Services<\/h2>\n<p>[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;40.9688px|0px|0|0px|false|false&#8221;][et_pb_column_inner type=&#8221;1_2&#8243; saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; 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With our professional guidance and support, your business will achieve milestones far better than it could have through any other means.<\/span><\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=&#8221;1_2&#8243; saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; link_font=&#8221;||||on||||&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_line_height=&#8221;1.5em&#8221; background_layout=&#8221;dark&#8221; custom_margin_tablet=&#8221;20px||0px|0px&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;off|desktop&#8221; locked=&#8221;off&#8221;]<\/p>\n<h3>Quick Book<\/h3>\n<p><span>We have QuickBooks pro advisors on board with us who will guarantee proactive bookkeeping and assistance.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][et_pb_row_inner column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; _builder_version=&#8221;3.25&#8243;][et_pb_column_inner type=&#8221;1_2&#8243; saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; link_font=&#8221;||||on||||&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_line_height=&#8221;1.5em&#8221; background_layout=&#8221;dark&#8221; custom_margin_tablet=&#8221;20px||0px|0px&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;off|desktop&#8221; locked=&#8221;off&#8221;]<\/p>\n<h3>Outsourced Accounting<\/h3>\n<p><span>As a small business owner, you need an accurate picture of your company\u2019s finances at all times, and we are here to provide just that. You can confide in Finite Accounting to get cost-effective, and efficient bookkeeping assistance and access to your financial data in real-time, at a fixed monthly fee.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=&#8221;1_2&#8243; saved_specialty_column_type=&#8221;1_2&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.3&#8243; text_font=&#8221;||||||||&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; link_font=&#8221;||||on||||&#8221; header_font=&#8221;||||||||&#8221; header_2_font=&#8221;||||||||&#8221; header_3_font=&#8221;Montserrat|600|||||||&#8221; header_3_line_height=&#8221;1.5em&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;|-34px||||&#8221; custom_margin_tablet=&#8221;20px||0px|0px&#8221; header_2_font_size_tablet=&#8221;30px&#8221; header_2_font_size_phone=&#8221;20px&#8221; header_2_font_size_last_edited=&#8221;off|desktop&#8221; locked=&#8221;off&#8221;]<\/p>\n<h3><a href=\"#\"><\/a><\/h3>\n<div class=\"et_pb_with_border et_pb_module et_pb_text et_pb_text_12  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<h3>Business &amp; Financial\u00a0 Consulting<\/h3>\n<\/div>\n<\/div>\n<div class=\"et_pb_module et_pb_text et_pb_text_13  et_pb_text_align_left et_pb_bg_layout_light\">\n<div class=\"et_pb_text_inner\">\n<p><span>Our comprehensive financial planning with the careful, tax-aware eye of the CPA will give clients the confidence to move forward and achieve their financial goals.<br \/>If you want an objective opinion based on years of business consultancy experience, you have come to the right place.<\/span><\/p>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; admin_label=&#8221;Map&#8221; _builder_version=&#8221;3.22&#8243; global_module=&#8221;198&#8243;][et_pb_fullwidth_map address=&#8221;San Francisco, CA, USA&#8221; 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