Tax Advisor VS. CPA VS. Tax Preparer
Tax Advisor
Offers strategic advice year around tailored to optimize your tax position and future financial planning.
Expertise:
Specializes in tax law, strategies for tax minimization, and long-term financial planning.
Engagement:
Ongoing and proactive; works to anticipate changes in laws and financial circumstances to better serve the client's unique needs.
CPA
A CPA'S expertise includes accounting, auditing, and financial reporting alongside tax preparation.
Expertise:
Licensed by state boards; proficient in regulatory compliance and detailed financial analyses.
Engagement:
May work with clients year-round but not exclusively focused on tax planning or strategy. Focused mostly on financial reporting.
Tax Preparer
Focuses mainly on the mechanics of filing tax returns as well as bookkeeping and compliance.
Expertise:
Often limited to completing forms based on information provided by the client.
Engagement:
Typically seasonal; interactions occur during the tax filing period. Focused mostly on organizing your books and compliance.
WE GUIDE YOU THROUGH YOUR TAXES YEAR ROUND SO THERE IS ZERO STRESS COME TAX TIME!
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Membership Packages Below
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Bookkeeping
Consulting Membership
Discover Year-Round Success Beyond Tax Season. Bookkeeping consultation services are designed to help you take control of your financial records and gain valuable insights. Learn the deductions you deserve!
- Personalized Assessment I'll review your current bookkeeping practices to identify areas for improvement and tailor solutions to your specific needs.
- Streamlined Setup Whether you're starting from scratch or need help getting organized, I'll create a system that simplifies your bookkeeping process.
- Expert Guidance 'll provide clear explanations and practical advice to help you understand your financial data and make informed decisions.
- Software Recommendations I'll help you choose the right accounting software for your business and get you set up for success.
Tax Advisory
Consulting Membership
Don't navigate the complex tax landscape alone. My expert tax advisory consulting services are designed to help you optimize your tax strategy, minimize your liabilities, and achieve financial peace of mind.
- Personalized Tax Planning I'll develop a tailored tax plan that aligns with your financial goals and maximizes your deductions and credits.
- Proactive Tax StrategiesI'll stay ahead of tax law changes and proactively identify opportunities to reduce your tax burden.
- Expert Guidance I'll provide clear explanations and answer your questions, empowering you to make informed financial decisions.
- Compliance & Filing Strategy I'll provide clear explanations and answer your questions, empowering you to make informed financial decisions.
Expense Categorization Consulting Membership
Unlock Hidden Tax Savings: Master the Art of Expense Categorization for Maximum Deductions. Don't leave money on the table! Become a master of expense categorization to maximize your tax deductions and boost your bottom line.
- The Secret Decoder Ring of Expense Categories Learn the IRS-approved categories that can unlock deductions you never knew existed.
- The "Ordinary & Necessary" Test Discover how to determine which expenses qualify for deductions and which ones fall flat.
- The Sneaky Business Expenses Hiding in Plain Sight Uncover everyday costs that can be transformed into valuable tax deductions.
- The Power of Documentationt Learn how to keep impeccable records that will withstand even the most rigorous IRS scrutiny..
Testimonials by Clients
I was seriously delinquent in filing my taxes and owed thousands of dollars to the IRS because my previous accountant failed to recognize over $50,000 in legitimate expenses I could have written off. Thankfully, Biz Tax Genie came to my rescue. They meticulously amended my taxes, and as a result, over 70% of my tax debt has been eliminated. I am currently extremely satisfied with their outstanding tax advisory services and highly recommend Biz Tax Genie to anyone in need of expert tax resolution.I was several years behind on my taxes, owing hundreds of thousands of dollars, and the stress was overwhelming. Thankfully, I found Biz Tax Genie. Their exceptional tax advisory service not only helped me wipe out several years of back taxes but also secured a refund from the state. The peace of mind and financial relief they've provided are beyond words. I am extremely satisfied with Biz Tax Genie and highly recommend their services to anyone facing tax challenges. — Dr. Abena Krow-Gooseen.
- I cannot express enough gratitude for the exceptional tax advisory services provided by Biz Tax Genie. After struggling with tax issues for years, they stepped in and completely turned my situation around. Thanks to their expertise, the IRS released my passport and offered me a very manageable payment plan. Remarkably, I haven't owed any taxes for two consecutive years, even with an annual salary of $800,000. Biz Tax Genie has truly been a lifesaver, and I highly recommend their services to anyone in need of top-notch tax assistance. — Dr. Sharon Smith .
Unlock Hidden Tax Savings: Master the Art of Expense Categorization for Maximum Deductions
Don't leave money on the table! Join this training and become a master of expense categorization to maximize your tax deductions and boost your bottom line.
Proactive Tax Strategies
The Power of Documentation
"Ordinary & Necessary" Test
