Business & Personal Solutions

Tax return preparation is something that millions of Americans must deal with every year. Come January 1st, those W-2s start trickling in, and then April 15th looms as the deadline before which everything must be done and submitted.

While many Americans opt to wade through the piles of paperwork themselves, others have decided that hiring someone to take care of their tax return preparation saves them time, headache, and money. That’s where we come in.

The Capital Tax Group prepares a wide variety of taxes including:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, Trusts & Gifts

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

The Capital Tax Group is committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Taxes are mandated by law, but through proper planning and action you can control your tax destination. From compliance to planning, our professionals are here to help you with every aspect of your taxes, including:

  • Tax Compliance and Reporting

  • Planning

Tax Strategy

Retirement

Wealth Preservation & Transfer

Estate & Gift

  • Consulting

Entity Structure

Reorganizations

Mergers & Acquisitions

  • Tax Research

  • IRS Audit Support

The professionals at The Capital Tax Group want to help you minimize your taxes and take advantage of special programs, incentives and other opportunities that arise from year to year. This involves proactive planning to determine the best tax strategies; tax compliance to avoid penalties; consulting services to reach your goals; research when complicated situations arise; and support when you must deal with IRS.

Legal Tax Strategies we consider include:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy – a vacation home, for example: Investing your money to produce income that is exempt from either federal or state income tax or both.

When approaching tax season, we encourage scheduling your tax return appointment as soon as possible. This is so we can set aside a date and time that is most preferable and convenient for you. In fact, you can schedule your appointment up to a year in advance. However, we can also fit you in at the last minute if space is available.

Books a Mess? No Problem!

If you own a small business and haven’t kept up your books, don’t worry. We can help you. We’ll prepare your bookkeeping for the year and your personal income tax return. Then we’ll set up an easy system that allows you to keep your books in tip-top shape next year.

Our in-depth knowledge and understanding of the current tax laws and regulations, allows us to help you and your business meet your goals, while minimizing your tax cost.

Click here to learn more.