Tax Planning, Preparation & IRS Issues

Tax Planning & Preparation


Lowering your tax obligations through proven strategic practices is our top goal, and it’s best achieved when taxes aren’t only thought of as a once-a-year or quarterly issue. Achieving the best results at tax time requires comprehensive tax planning.

Whether you’re concerned about personal income taxes, business taxes, estate and gift taxes or other issues, we can develop a customized, strategic plan with tax-saving strategies that are tailored to your unique situation. And we will work with you throughout the year to ensure that you stay on track.

Our one-on-one tax return preparation service offers you peace of mind—knowing that your tax return is in capable hands. We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you.

We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.

Types of tax returns/entities we handle:

  • Individuals (Form 1040)
  • Fiduciary (Form 1041)
  • Partnerships (Form 1065)
  • Corporations (Forms 1120c/1120s)
  • Nonprofits (Form 990)
  • Estate and Gift (Form 706/709)

IRS Representation

Fit Money CPA can also help if you ever receive notices from the IRS. Our expert IRS representation services are based on our thorough knowledge of tax laws and policies.

We act as your representative in front of federal, state, and local agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.