Tax Solutions

At The Retirement Planning Group, we know taxes play a critical role in shaping your financial outlook. That’s why we ensure that your Wealth Manager and Tax Professional are under the same roof.

Personal Tax Returns

If you’ve reached a point where doing your own taxes feels overwhelming or that you might be missing out on tax savings, then we can prepare and file your tax returns for you.

And where possible we will provide actionable steps to help you reduce your tax exposure!

During the process of creating and finalizing your return, we will keep you up to speed every step of the way and provide you with a secure online portal to access your tax documents.

It’s a perfect solution to help you stay organized for years to come!

Corporate Tax Returns

We also prepare Corporate Tax returns – S Corps, C Corps, Partnerships, LLCs – you name it, we can help.

Along the way, we’ll give you valuable insight into ways to structure compensation and maximize deductions to offset taxes owed to the IRS.

Corporate Tax Return

Payroll

Are you tired of running payroll every two weeks? Would your time be better spent on other areas of the business?

If so, we can take away the anxiety of running payroll. We’ll make sure your employees get paid on time, the appropriate documentation is on file with the IRS, pay stubs generate, manage Federal and State tax filings and provide you and your employees with the timely documentation needed to get their taxes done!

Payroll

Bookkeeping

If you’ve reached a point in your business where you need help keeping track of day-to-day expenses and bills then we can step in and take this burden off your plate.

We’ll categorize and analyze all transactions on your books, pay bills, and generate Quarterly and Annual Profit and Loss statements as well as Balance Sheets. We’ll turn your company into a financially well-organized entity so you can make intelligent decisions on expenses, revenue, and profit decisions.

Bookkeeping
Matt Striegel

Tax Preparation helps you figure out what you owe. Tax Planning helps you figure out what you can save. You deserve a plan.”

Matt Striegel

The Easiest Firm on Planet Earth to Work With

Every engagement with us is designed to be easy. From booking appointments to communicating with your advisor via phone app or text to opening accounts to accessing documents, to getting answers – we strive to make it the best experience you can find.

Your team will take the complicated subject matter and make it easy to digest and understand. If you are looking for complicated, confusing, or condescending, you are at the wrong place.