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Financial Planning

Tax Preparation

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Tax Preparation Process

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Meet

Get to know you and your tax needs to achieve financial peace of mind.

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Gather

Upload, drop off or mail your tax documents such as W2s, 1099s, K-1s, business expenses, mortgages, and more.

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PREPARE

Prepare your federal and state tax returns to get your tax liability to the lowest legal limit.

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ANALYZE

Analyze the results to present solutions, actions, and recommendations to build a long term tax plan.

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Efile

Use technology to your advantage to gather your eSignature on your returns, upload a client copy to your portal and eFile your returns.

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Advise

We provide ongoing tax planning, tax strategies and advice to keep your tax goals in check.

w-2 Tax Forms, CPA

Tax Specialists

At Taylor & Company, we’re not interested in being just a once a year dump and prep professional tax service.  Sure, compliance of filing accurate and timely tax returns is a given but our mission is to provide you with actionable tax planning and strategies you can use in the real world to lower your tax liability.

Every relationship starts with a complete review of your prior year tax returns.  We often find that many new clients have not captured all the deductions they could, such as depreciating a rental property or netting bond premium and accrued interest against taxable bond interest. In this case we will amend those tax returns and generating refunds.

Other than being experts in tax law, when considering us for your tax preparation needs, there are several reasons out clients know we have their best interest in mind and that distinguishes us from other preparers.

  • We will return a call or email within 24 hours
  • We will provide you with current and future tax planning that incorporates current tax strategies
  • We will use technology to your advantage to ensure you have an efficient tax preparation process
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