It’s Tax Time
With notifications to update you every step of the way and an electronic organizer you can fill out at your convenience, we’ll make your next tax season the easiest you’ve ever had!
We’ve Received Your Tax Organizer
After you’ve completed your tax organizer and upload your documents to our secure vault, we’ll review everything and request additional documents as needed.
We’ve Received Your Documents
After we’ve received your documents, you’ll get a notification that lets you know your information is in the hands of our tax team.
We’re Preparing Your Return
We’ll let you know when we begin preparing your return. If additional information or documents are needed at this time, we’ll reach out to you directly to request them.
Your Return Is Ready To Be Filed
Once your return is ready to be filed, we’ll send your estimated tax payment vouchers and your electronic authorization filing authorization.
Your Return Has Been Filed
We’ll send you a confirmation once your return has been filed and that’s it! Taxes done!
Drop Off Your Tax Documents.
Radio Silence Ensues.
You begin to wonder if your taxes got lost in a blackhole.
Out of no where, you get a call letting you know your taxes are done.
Ready for a better approach to your taxes?
Click the button below to schedule a 10-minute consultation with one of our CPAs!
There’s no cost. No obligation.
For decades tax has been viewed as a once-a-year transaction where we all sprint to finish our taxes by April 15th.
At The Retirement Planning Group, tax is an ongoing yearlong consultative process where you get a dedicated tax consultant that will work with your Wealth Manager to evaluate a myriad of tax issues like maximizing long-term cap gains rate, tax-loss selling, QCD planning, charitable planning, optimizing incomes to qualify for ACA, Roth conversion analysis…the list goes on and on.
Lots of Wealth Management firms say that they do “tax planning” and look at “tax strategies”.
Most of the time they are only focused on taxation with regards to investments – not incorporating it into your tax return. We don’t just talk about tax strategies, we see them executed all the way to the end by filing your return with the IRS.