Tax Planning and Consulting

Tax Planning and Tax Agency

Tax Planning and Tax Agency

Every year it’s the same: Tax Time. Stressful? Yes. While we do not enjoy doing our taxes, let alone paying them, CFO Base is here to make your financial life easier, which includes offering the service of tax planning and consulting to clients who we prepare their tax returns. Don’t get caught in the last-minute tax trap! Be prepared for what’s to come in the next tax season by taking full advantage of our tax planning and consulting services.

Decrease Tax Liability

Effective tax minimization begins with establishing long-term tax strategies and objectives and is maintained with consistent annual forecasting and mid-year tax planning.

Be Prepared – Don’t React – Stay Current on Tax Laws

We prefer to take a proactive instead of reactive approach to tax services, so we keep current on new tax laws and legislation which allows us identify key tax planning opportunities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Questions? – Plan Ahead!

We’ll help you plan and answer questions about the effects of withholdings, estimated taxes, investments, retirement contributions and distributions to minimize unpleasant surprises when filing your taxes. Tax planning and tax forecasting services for individual and business clients are some of our core competencies.

Our mission is to provide and deliver the highest quality professional tax and accounting services while maintaining a casual and friendly attitude. We accomplish it by taking a proactive approach to understanding and exceeding our clients’ expectations and maintaining a positive office culture that values staff and encourages work life balance.

CFO Base – Individual Services Breakdown

Preparing your own individual tax return can be a task that leaves you with more questions than answers. Most CPA firms do not provide a simple understanding to those they service. CFO Base does. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

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 an experienced tax professional.

Here’s what you get:

Your tax return will be checked and reviewed by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.

Your tax return will be processed electronically so you will get a refund back quicker.

Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.

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.

Send us an email today at and we will provide you with further information and look to get you started on the fast track to business financial success today!

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