Tax Preparation

Whether as a stand-alone service or as part of our comprehensive wealth management solutions, your tax returns are prepared by an Enrolled Agent who has earned the privilege of representing taxpayers before the Internal Revenue Service.  Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. However, only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are given unlimited representation rights before the IRS. Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.

Depending on your individual circumstances, the federal and state tax codes can be exceedingly complex. Despite the proliferation of do-it-yourself tax software programs available today, you may find it desirable for us to prepare and file your income taxes and to implement effective tax planning strategies...again, either as a stand-alone service or as part of our comprehensive wealth management solutions.

  • Eliminate the worry, aggravation, headache and stress of doing your own taxes
  • Free up your time to focus on things that matter in your life
  • An experienced tax pro will ensure accuracy and compliance with federal and state tax codes.
  • Professional tax preparation may minimize your risk of an audit.

Did you know? When your tax return is signed by a tax professional, the Internal Revenue Service recognizes that a professionally prepared return has a higher accuracy rate and a higher standard of due diligence.

For the self-employed, tax preparation fees are fully deductible on Schedule C. For self-employed people, this can translate into a whopping 40% savings in the tax prep fee actually paid.

In many cases, 'found' deductions more than offset the cost of professional tax preparation. Contact Knightsgate Financial Advisors LLC for tax preparation, tax planning, and all tax matters.