Tax Services
When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.
Tax Preparation
Stop missing out on potential deductions that could be saving you big money!
Tax Planning
Real strategies and solutions to help you minimize your IRS liability.
IRS Representation
Don’t go it alone! We’re your ally and representative in an IRS audit.
Estate Planning
Make sure your family transitions prepare your children and your family for financial freedom.
It is my pleasure to write a review of this company. Jon Neal has been doing my taxes since the 1980’s. I have always found his work scrupulous. He asks good questions before finalizing the return and gives good advice for reducing taxable income. My retirement was facilitated by the Neal Group. I unqualifiedly recommend this group.
– Jeffrey Lewis
I had filed my own taxes for years, but 2021 brought some new challenges that I was unable to work through and that the tax software I use could not handle. I reached out via a referral from Dave Ramsey to Jon and his team. They were able to help, very expeditiously, with the aid of technology for uploading docs. They were proactive, communicative, and a joy to work with. They were able to file taxes for me, my wife, and our son in such a professional and efficient manner. I will use them in partnership here forward for years to come!
– Patrick Strohkirch
How You're Missing Legal Tax Deductions
Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!
Frequently Asked Questions
What tax services do you offer?
We prepare individual and business tax returns and provide year round tax planning to help minimize liability and avoid surprises. We also help negotiate payment plans with the IRS and state agencies.
What should I bring for tax preparation?
Common documents include income forms, prior year returns, expense records, and any documentation related to deductions or credits. We provide a simple checklist to guide you.
Can you help reduce what I owe in taxes?
Yes. Through planning and strategy, we identify opportunities that align with your financial situation and current tax laws.
What happens if I receive a notice from the IRS?
We review the notice, explain what it means, and guide you through the next steps so the issue can be resolved properly.
When is the best time to start tax planning?
When is the best time to start tax planning?
Planning is most effective when done throughout the year rather than waiting until filing season.