Expert tax prep to help you build long-term wealth
Take an integrated approach to your personal income tax returns this year by leaning on CPA preparation alongside a CFP® professional review.
Seize control of your finances
It's common for individuals to simply skim their tax returns and zero in on the bottom line—how much they'll need to pay or the refund they’ll enjoy. However, taking such a shortsighted view of your finances means you could miss out on opportunities to reduce your overall tax burden and build long-term wealth.
That’s precisely why we launched Advisor Tax Prep, designed to help bridge this gap by integrating tax preparation services with investment planning so you get the most out of your hard-earned money.
Let’s consider a practical application:
During years when your income is lower than usual, it may make sense to consider a Roth IRA conversion strategy. This involves converting traditional IRA assets to Roth IRA assets, and if executed correctly, can reduce your tax burden so you'll have surplus funds to enjoy in the years to come—culminating in a more comfortable, stress-free retirement!
A Roth conversion is but one example of the many strategies we can consider by adopting a more holistic, longer-term view of your finances and investments.
In allowing Advisor Tax Prep to prepare, review, and file your personal income taxes, you’ll gain the confidence to know you're making sound financial decisions that will benefit you both now and in the future.
Why Advisor Tax Prep?
Gain access to top experts:
Your accountant and financial advisor will possess robust expertise and top industry credentials—CPA and CFP® professional, respectively—offering you the first-rate guidance you need to make smarter financial decisions both today and in the future.
Optimize your funds:
While maximizing this year's refund is an admirable goal, we adopt a broader, more holistic view of your finances—aiming to pinpoint potential strategy suggestions or moves you can make within your investment and retirement accounts to reduce your overall tax burden and build your long-term wealth.
Tax Notice & Audit Support
Get up to $1,000,000 in services to reach a resolution for any IRS/state tax notice, audit, or inquiry received up to three years after the April filing deadline of the covered tax year.
Enjoy a seamless experience:
You won’t need to dial an 800 number and speak with a stranger who’s unacquainted with your unique financial situation, nor will you be rushed out the door when it’s time to review your tax return.
Take comfort in our accuracy guarantee:
If you’re forced to pay an IRS or state penalty or interest due to a (rare) Advisor Tax Prep calculation error, we'll reimburse you—and provide one-on-one Q&A support should your tax return summons an audit letter.
Identity Theft Restoration
Should you become a victim of identity theft, we'll help restore your identity with free daily credit monitoring from all three bureaus until six months following an ID theft report.
How it works
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1
Call 201-447-2212 to schedule an appointment.
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2
We’ll collect your tax documents so our CPA team can work its magic.
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3
Your CFP® professional will review your (state and federal) tax returns with you.
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4
Advisor Tax Prep will file your tax returns.
Pricing and Other Considerations
A $499 fee includes two 1040 forms (federal and state) and Schedules (A and B) for individual tax returns. Clients of Vision Retirement, our sister company, enjoy a discounted fee of $375.
Note that additional charges may apply for anything beyond these services.
Payment is due upon initial engagement.
FAQs
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Our CFP® experts will take the short-term work of our CPAs one step further, identifying long-term strategies to maximize your refund.
While there isn’t anything inherently wrong with not taking this approach, our CFP® professionals will review your tax returns with refund optimization in mind—striving to help you take advantage of any subsequent opportunities to reduce your taxes and build long-term wealth while preparing for the retirement you envision.
For example, we may identify opportunities to minimize your tax liability by tailoring strategies to keep you within lower tax brackets: employing income-deferring tactics such as delaying an IRA or 401(k) distribution, implementing tax-efficient investment allocations such as investing in municipal bonds, or timing strategies for deductible expenses (property taxes, charitable gifts, etc.) by accelerating them when your income is higher, perhaps.
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If you have a very basic tax return and few investments, these alternative solutions are perhaps a better fit as a less expensive option for you. We’d still encourage you to give us a try, however, as working with Advisor Tax Prep offers many benefits.
One such advantage? The option to coordinate all your finances under one roof as a one-stop shop for your financial needs. You’ll also enjoy the expertise of a CPA and CFP® professional who will review your taxes, so you can rest assured you’re receiving guidance from top industry experts.
In addition—and even more importantly—we employ a much broader approach than the aforementioned services when reviewing your finances. You therefore won’t miss out on strategy suggestions or ideal moves to make within your investment and retirement accounts that will reduce your overall tax burden and help build your long-term wealth.
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Vision Retirement, a retirement-planning firm and registered investment advisor (RIA), is a sister company of Advisor Tax Prep.