Tax Planning & Compliance Services
An Everchanging Landscape
Tax laws are everchanging and that reality isn't likely to change anytime soon. Now more than ever, businesses and individuals are recognizing the need for proper planning and preparation of their required tax filings.
At Caalm Accounting Solutions we work with you to identify planning opportunities to help minimize unexpected tax obligations at tax time and ensure you are maximizing the deductions available to you. We understand that your situation is unique and we tailor our services and approach to meet your unique needs.
Our Services
Business Tax Compliance
Individual Tax Compliance
Individual Tax Compliance
We can make your annual tax filing requirements a breeze. Whether your business is a Partnership, S-Corporation, or you're a sole proprietor, we will ensure a complete and accurate return every time.
Individual Tax Compliance
Individual Tax Compliance
Individual Tax Compliance
Let us help maximize your personal deductions and complete your annual federal and state tax filings on a timely basis.
Tax Planning
Individual Tax Compliance
Tax Planning
Waiting till the end of the year to evaluate your tax situation may leave you with a surprise tax bill when filing your return and doesn't allow the time to make decisions that may help to reduce your tax liability. Our tax planning services allow us to work with you throughout the year to eliminate any surprises and plan ahead.
Additional tax Services
Your annual federal and state returns aren't the only filings we can handle
Let us know if we can help with any of the following:
*Sales & Use Tax Returns
*Annual Form 1099 and 1096 Filings
*Payroll Tax Returns
*Quarterly Estimated Tax Payments
Our Process
Working with Caalm Accounting Solutions
Our goal is to make the tax filing process as easy as possible and eliminate the surprise tax liabilities at the end of the year. We will work with you through our planning and compliance services to take a proactive approach to your tax filing needs.
Getting to Know You
During this time, we will get to know you and your business. We want to understand your current tax challenges and filing requirements. This will help us create a tailored approach to provide value to you as an individual and/or business owner. We will then put together a proposal that will detail the specific services to be provided and the related fees for your review.
Working Together
Upon agreement to the terms of service, we will establish a delivery timeline for you to provide the necessary information to complete your filing requirements. We have streamlined our services utilizing technology to expedite the filing process. You will be provided access to a secure online portal to easily send us your documents and where you will be able to access the final copies of your returns.
We also utilize electronic signatures for documents, such as your electronic filing authorization, so there is no need to wait on signatures in the mail, or for you to set aside time to come to our office.
If you need assistance in reviewing the results of your tax return, we are happy to meet with you to answer any questions you have before your return is filed. We are happy to meet with you in person, if you're local, or via a virtual meeting site such as Zoom or Teams.
Frequently Asked Questions
Please reach us at gotquestions@caalmaccounting.com if you cannot find an answer to your question.
Every individual and business is unique, and that's true of their tax needs as well. Therefore, to provide an estimate of fees for your unique situation, we will need to understand your unique filing requirements.
However, below is the minimum cost for preparation of you federal and state tax returns:
*Individual Return (1040) - starting at $825
*Business Return (1065, 1120S, 1120) - starting at $1,650
In order to provide a fee estimate, we will need to review your prior year returns for the previous 2 years. This will allow us to gain an understanding of your current and potential tax needs. For instance, are you an individual with just a W-2 or do you have multiple brokerage accounts, rental properties, and a small business?
For your business needs, how well are your books maintained? If you're wondering what your "books" are, you may want to check out our Accounting & Advisory services, too!
The great thing about the world today is our ability to utilize technology to streamline services and maintain connection with those not local to us. We utilize a variety of technology platforms that allow us to stay connected and securely share information. As a client, you will be provided with access to our secure client portal where you can easily upload documents and where we will share the final copy of your tax returns for your records. We also utilize electronic signatures to allow you to review and sign your returns electronically, all from the comfort of your own home or office.
Invoices for tax planning and compliance services are issued upon completion of the work.
Caalm Accounting Solutions LLC
9990 Coconut Rd, Suite 225, Bonita Springs, FL 34135
239-379-8196 Office | 239-379-8113 Fax
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