What we help with

Tax planning

Tax planning focuses on using legitimate strategies that seek to reduce tax liability, including income and expense timing, deferring certain taxes through eligible plans, and considering tax efficient investment options based on individual circumstances.

Tax preparation

Tax laws can be complex, and it is easy to overlook deductions and credits. Services include return reviews designed to identify potential issues, electronic filing options, guidance on payroll withholding adjustments, and identifying potential deductions for future years.

For small business owners who are behind on bookkeeping, assistance is available to bring records up to date, prepare Schedule C, and complete personal income tax returns, with guidance on a simpler system going forward.

Tax problems and IRS notices

If you received mail from the IRS, you do not have to navigate it alone. Support is available for audits, not filed returns, back taxes, payroll tax problems, liens, levies, wage garnishment, seizures, offer in compromise, payment plans, bankruptcy related matters, innocent spouse relief, and obtaining IRS records.

For IRS audits, assistance includes handling audit representation and managing communications with the IRS to reduce administrative burden.

As simple as 1, 2, 3

1. Share your situation

Explain what you’re dealing with and what type of tax assistance you need. IRS correspondence can be reviewed as part of the conversation.

2. Review and direction

Your information is reviewed and routed to the appropriate tax service within 755 Financial.

3. Clear next steps

You receive a clear explanation of what information is needed and what the next step looks like based on your situation.

FAQ