While tax preparation may be a nuisance to large CPA firms, to you, tax preparation may be the most important event of the year. Often middle class taxpayers find themselves with large firms that are not looking to handle their tax and financial affairs or in a commercial outlet where their taxes and other financial matters are handled by people who have received just a few weeks of training without any real experience or qualifications.
We have experts that handle individual tax preparation and that division is headed and managed by IRS Enrolled Agents and CPAs with decades of experience. Tax planning is an important function of our firm, we meet with our clients on a regular basis to minimize taxes and maximize what they keep.
Why should you engage our firm to handle your tax and other financial matters? Our CPAs and Enrolled Agents that handle individual tax preparation are not involved in financial reporting for businesses. Their only business is tax preparation, financial planning and tax planning for individuals and they devote one hundred percent of their time to researching and analyzing new tax laws and rules. You will benefit from our experience.
CSI Group, LLP is not a law firm and clients are encouraged to obtain separate, legal counsel. Any reference to Will, Trust and Estate Planning provided by CSI Group, LLP and its affiliates are planning services only. CSI Group does not prepare any legal documents in the course of the planning services.
Income Tax Preparation
Taxes • Estates • Estate Planning