The 2024 Tax Season is Getting Started!
Are you ready?
Having a CPA you can trust and that values you, shouldn’t be a rare phenomenon. Our clients are family so we take the time to get to know you…your goals, your values, your kids’ names.
At Taylor & Company, we not only provide personal tax, business tax, and estate tax preparation and planning services…we provide peace of mind.
Professional Tax Services
At Taylor & Company, we’re more than your once-a-year professional tax filing service, we’re your local tax expert. Filing your personal and business tax returns accurately and on deadline is a given, but our mission is to provide you with actionable tax planning services and tax strategies you can use throughout the year to lower your tax liability. We have three CPAs, two Enrolled Agents and Senior Level Accountants on staff to provide personal tax, business tax, and estate tax preparation and planning services. Need a virtual tax preparer? We’ve got you covered on that front too!
Tax Strategy and Planning
We all want to pay less taxes. Simply not paying them isn’t an option, but if you put a strategic tax plan in place, you will more than likely pay less of them. Taylor & Company works with you to craft an ethical plan of action that is specific to your needs to ensure you pay the least amount of tax allowable by law. Whether it’s personal, business, or both – we can design and implement the right plan for you. And we don’t stop there. We continually monitor and check in with you year-round to ensure implementation is successful and adjust where needed.
Do you ever think, “Gee, I wish my CPA offered financial planning too. It would be great if I could have all the services of a CPA, CFP, and financial advisor under one roof!” We thought the same thing! Great minds… By combining these services, we get in-depth knowledge of your financial house allowing us to advise you on multiple levels. Think of us as your personal CFO.
One Advisor, Twice the Advice
When evaluating CPAs and tax advisors, we encourage you to ask if they are fiduciaries and can create a financial plan. We are and we integrate that tax smart investment and tax strategies all of our tax and financial plans. We believe in the power of a fully integrated financial and tax plan.
When we prepare your tax returns we look for ways to lower your tax liability through financial planning strategies. We have three senior level Personal Financial Planners on staff with over 80 years of combined experience. Chesapeake Financial Advisors is a fee-only, fiduciary based registered investment advisor that focuses on personal financial planning and investment management.