Tax Preparation

Tax PreparationPreparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of a trained experienced tax professional.

Tax Return Preparation

We provide tax return preparation for, but not limited to:

  • Individuals
  • Businesses - Including
    1. Payroll Tax and Compliance
    2. Sales Tax
    3. Personal Property Tax
  • Trust and Estates

What you get:

  • Your tax return will be checked and rechecked by a tax specialist and CPA to identify potential problems the IRS may look at more closely.
  • Your tax return can be filed electronically so you will get any applicable refund back quicker.
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

Books a Mess: No Problem!

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

Tax and Financial Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance (return preparation) to proactively recommend tax-saving strategies to maximize your after-tax income.

To the staff of Simons & Associates, tax planning is only one piece of a larger financial planning goal. Whether an individual client or a business, understanding the long-term goals of our clients is the most important aspect of a solid financial plan.
We recommend Tax Savings Strategies that help you reduce your tax bill to preserve and grow your assets.

However, as we help our clients look at the larger financial planning goal sometimes the tax planning is secondary to other needs of our clients. For example, a small business owner that wants to purchase a new home and will need a mortgage loan might not benefit from having a lower taxable income. Our approach is to understand the needs of the client and assist you in looking at every aspect of your financial needs and goals.

Remember, we work for you... NOT the IRS.

Tax Problems

  • IRS Audit Representation
  • Non-Filed Tax Returns
  • Back Taxes Owed
  • Payroll Tax Problems
  • IRS Liens
  • IRS Levies
  • IRS Wage Garnishment
  • IRS Seizures
  • Offer In Compromise
  • IRS Payment Plan
  • Bankruptcy
  • Innocent Spouse Relief
Full-Service Accountant Alpharetta, Roswell & Dallas Georgia | Personal, Business and Corporate Clients
Tax-Preparation & Financial Planning for Cobb, Fulton, Gwinnett, & the Greater Metro Atlanta Area