Trust your tax needs to our experts at SecurEdge Tax Strategies. We stay up-to-date with the changing tax laws and work to save you money. We serve individuals, families, small businesses, non-profit organizations, and farms.
We offer multiple ways for you to work with us! Pick the option that works best for you! To make the most of your tax appointment, please submit your documents at least 2 weeks in advance.
Through our contactless option, you can use Client Portal, our secure file sharing system, to upload your tax documents and download your completed return. We also offer virtual meetings to discuss tax details with you. And, tax preparation costs can be paid remotely with our convenient mobile pay system.
Schedule an appointment and discuss your tax documents. We will complete your tax filing and you can stop in our office to finalize the paperwork.
Drop off your tax documents and we will take care of completing your tax return. Once your tax return is completed, we will contact you to sign and finalize your document. If you would like a face-to-face tax planning meeting, we can schedule that at your convenience.
Beyond preparing your taxes, we help you plan for future years to maximize your finances and reduce tax surprises. We review your overall finances to help you minimize your tax burden each year. We offer personalized suggestions and work with you to determine the solution that best meets your needs. Some options may include charitable giving, maximizing Roth conversions, or stock gifting and sales. Through this work, we are thoughtful about your future and help optimize your tax situation. In addition, you can contact us any time of the year on tax advice regarding large sales or purchases, capital gains questions, salary changes, payroll withholdings, business deductions, family changes, etc.
If the IRS contacts you for an audit, it can make you feel uneasy. SecurEdge Tax Strategies can help you feel more confident about your situation. We can prepare a letter and take care of handling the inquiry – even if we did not prepare the tax return in question. In addition, we can represent you in tax court and help you settle tax issues.
Note that the IRS will only contact you for tax disputes via mail and never through phone or email.