Tax Services

Almost every financial decision you make has tax consequences. Tax planning is a year-round process (as opposed to a seasonal event) and is a separate service from tax preparation.

 

Does the thought of tax season give you anxiety? Fear no more! In 4 easy steps, we’ll guide you through our no-stress process without even breaking a sweat.

 

 

“Tax Resolution” means something different to every client. Some just need time and protection, while others need more affordable repayment terms.

 

 

Tax Planning

Almost every financial decision you make has tax consequences.  And the factors that influence your tax profile change and evolve as do the strategies, techniques, and approaches which may assist in keeping your tax exposures in an attractively low profile.  Therefore tax planning is a year-round process (as opposed to a seasonal event) and is a separate service from tax preparation.   
 
At My Fiscal Office, we can create a tax plan that reduces your taxes and we will show you the return on investment you will get with a personalized tax plan.
 

If you’re ready to learn more about what strategies you can use to reduce your tax bill next year please book a time to chat about your tax situation, schedule a call.

Our Tax Process

Does the thought of tax season give you anxiety? Fear no more! In 4 easy steps, we’ll guide you through our no-stress process without even breaking a sweat!

Step 1: Sign Up

New Clients:
Give us some basic information by clicking the button below. We’ll create your tax file and LINK invitation. Returning Clients: In January we’ll create and send this year’s LINK invitation automatically.

Step 2: Complete LINK

When you accept your invitation, you will be able to share your tax data, file uploads, smartphone photos, and imports from your financial institutions using LINK’S 256-bit encryption.

Step 3: Return Prep

We’ll know when you’ve been active in LINK and review your information. We’ll let you know If we have additional questions and will include a connection to our calendar to book a time to speak if needed.

Step 4: Review & Sign

When your return is ready for your review, we will securely send a copy to you with a connection to our calendar to book a time to review online. After our online review meeting, we will send a secured e-file authorization form and upon your e-signature, we’ll e-file your returns.

Tax Resolution

“Tax Resolution” means something different to every client. Some just need time and protection, while others need more affordable repayment terms. Other times it may be reductions in improper penalties or even a reduced-settlement offer. Your income, assets, and expenses all factor into finding the right tax resolution strategy.  Please book a time to chat with us to review your situation in detail, with zero cost or obligations. In one quick conversation, you will know your options and have the information you need to make the best financial decision for yourself.  

 

Schedule a time to discuss how My Fiscal Office can help your business.

My Fiscal Office LLC

77 Bleecker Street

Suite C2-21

New York, NY 10012

Elite digital badge image
QBO Cert Badge