Tax Advantage
 
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INDIVIDUAL TAX SERVICES

Morro Bay, California

Tax Advantage takes care of all aspects of your filing needs. Beyond simply filing the tax return for the current year, it is also important to talk about any upcoming changes and to plan your tax strategy. It is our intention to help you navigate through any and all tax planning options for the most successful outcome.

Taxes are complicated, we get it! Tax Advantage is here to make sure you are prepared from start to finish. So let’s get to it....

 

Individual & Family Tax Preparation

Tax Advantage strives for clear communication, accurate preparation and tax advice that will place you and your family on track for a strong financial future.  We file individual and family tax returns complete with any and all possible deductions and tax credits for your unique situation. Let our team be by your side every step of the way.

Multiple State Tax Preparation

While we are based in California and Hawaii, our clients live all over the United States and beyond.   No matter where you live, we will prepare and file your taxes with the same impeccable customer care that our local clients have come to expect.  So we have your tax planning and filing requirements covered from for every state in the country—from Hawaii to Maine, California to Florida, and everywhere in between.

 
 

Late Tax Return Filing & Return Amendments

It can be overwhelming to organize your current year’s tax information let alone multiple years at one time, along with the added stress if you’ve received a letter from the IRS.  At Tax Advantage let our communication and organizational skills assist you in every step and allow us to provide the opportunities and advantages to help relieve the stress and worry associated with Filing Past Tax Returns.  


Tax Advantage will also Amend Tax Returns that have been incorrectly prepared and filed.  You may be aware of an error having received a letter from the IRS or may be simply unsure if there are errors in your past tax returns.  Either way, we always encourage new clients to bring in their past 3 years returns and allow us to look them over for possible errors and work with you to rectify them.  Often this results in additional refunds for our new clients or at the very least puts them at ease that their situation is resolved.

Tax Planning & Consultation

Planning is key to successfully reaching your financial goals and reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  So before making a big decision related to…..personal or business cash flow like transferring, lending, or giving money and at what time of the year —financial transactions like making investments or buying property—or a change in status like marriage, divorce, having a child, or adopting…..consult our team at Tax Advantage. We will help you consider and plan for the tax implications in the most strategic way possible.


 

Where’s Your Refund?