Tax Planning and Preparation Services
Renewal Tax Services, LLC
I am an EA and a Certified Tax Coach. I have a great deal of experience and enjoy working with Individuals who own businesses and/or real estate. I also do 10+ S Corp Returns and a handful of C Corp Returns every year. I'd really prefer not to do 1065s. I have used Drake and OLTPro directly, and I have demoed a number of the other major platforms, like ProSeries. I pick up new software quickly and would be happy to start on a trial basis if you have something new to me.
If you do Bookkeeping and/or Payroll but not Tax Preparation or Tax Planning (or Representation), I would be happy to partner with you — I have no desire to do bookkeeping or payroll myself. If I have any clients who need Bookkeeping/Payroll services and who match your desired "persona," I would be more than happy to either refer them directly or include your services in one of my packages (for compensation, of course). If you handle 1040s but don't want to do entity work, I'd be happy to take that off your hands as well (I won't encroach on your 1040 work). If you are an RIA or CFP but do not offer tax planning (or any of the other services I can provide), let's explore how we can help each other. I'm sure your clients would love to have thousands more to invest in their future or businesses and rely on you for investment and financial advice.
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