Tax Return Preparation

CFO Base Tax Agency Services

CFO Base Tax Agency Services

With so many options for doing your taxes, where do you begin to make your choice? CFO Base makes the choice easier for you by offering income tax return preparation.

Understanding tax liability and tax law changes are crucial to decreasing your taxes. While you may not have time to remain current on the direction your taxes are headed, we do! Knowledge of updates to tax laws, industry specifics, and a drive to help you succeed are all factors in what makes us great at offering tax return preparation!

Where to Begin – Let’s Look at Tax History

As your tax professionals, we’ll look at your prior years returns to determine tax savings opportunities. We keep up with tax law changes to ensure that you benefits from all the tax incentives for which it qualifies as well as complying with any new requirements.

Your Specific Situation is Different

We offer tax preparation, advice and representation for individuals at all levels of complexity and income. We ensure that we understand all the details of your particular tax situation to deliver appropriate tax advice and solutions.

365 Days per Year

Our service goes beyond the traditional once a year tax preparation process. We keep you informed of changes of the tax situation throughout the year as new regulations develop.

Beyond preparing your taxes

In addition to preparing your taxes, we can help you with:

• IRS and state tax problem resolution and representation for tax returns we prepare

• Tax planning and projections for tax returns we prepare


1. We know tax law… Decrease tax liability
2. Real-time accounting… We do it for you
3. Grow your business…Increase your cash flow
4. Increase the value of your business…Develop wealth
5. Strengthen internal controls…Avoid embezzlements
6. Simplify your operations…Audit proof your financials

Whether you are an established business or a start-up, CFO Base is the best solution for you. Every step of the way, we have your financial back, which will give you peace of mind to handle other activities that deserve your attention. We offer everything from full-service accounting packages to a la carte services. Small
and local means you receive special attention to every detail. Our goal is for you to succeed!

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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