Tax Planning, Preparation &
Tax Resolution Services
The Tax preparation landscape has changed for individuals and for businesses this year. What was to be a simplified process, tax reform 2017 has made tax preparation a strategic process. At Alto CPA Group, LLC., we take an active, all year-round approach to tax services by providing strategies for individuals and businesses in addition to tax preparation. Whether your needs are limited to annual tax compliance or require all year-round compliance and tax planning, we will fulfill all your tax needs.
Standard vs Itemized Tax Deductions Calculator from Intuit: This calculator estimates your itemized deductions based on inputs, and will compare it to your standard deductions to give you an idea if you should accelerate or postpone deductions as you close out the year. Be careful. This interactive calculator is for estimation purposes only and does not include all deductions. Please consult with your tax advisor prior to making any decisions..
We have great tax resources for you here....
Individual and Business Tax Preparation
We provide our clients with tax preparation services with the goal of minimizing their tax liability while producing accurate, and timely results. We do that in a professional, and courteous way, and you will depend on us year after year.
We have a streamlined tax preparation process that brings value to you. Using our secure client portal makes tax preparation almost 100% paperless with faster data collection.
Individual and Business Tax Planning
We provide individuals and businesses with tax planning services and we work hard to minimize your tax liability.
Compliance, and Tax Resolution
Tax Audit Representation and Resolution Services
Need an LLC or a C-Corp formed? We will also keep you in compliance.
We represent clients in matters involving the Internal Revenue Service such as examination or tax collection. We deal directly with the IRS on your behalf to provide timely and beneficial resolution of issues
Individual Tax Preparation
Process and Pricing
We take pride in providing you 5-star service from start to finish and look forward to getting to know you.
We work with the highly rated ProConnect Online Tax software for all individual and business tax returns. This technology drives efficiencies to keep your costs down and you don't even need to leave your home to get documents to us. We offer 2 types of services. 1. In-Person and 2. Virtual. For virtual tax services, you provide us with images of requested documents. We use a highly secure cloud portal for exchanging documents.
Alto CPA Group, LLC. prides itself in having a simple tax preparation fee structure that parallels the estimated time to prepare such returns. For the most part, we do not deviate from these prices, however, unusual situations may arise that prolongs the time required to prepare forms.
Price & Billing Policies
We offer competitive pricing and billing options in our valuable tax compliance service.
Tax planning, consultations or e-mail consultations that require research, document preparation, or longer exchanges, are billed at $125/hour.
Upon the completion of your tax return, we will send you a PDF draft of the entire tax return. After your approval, we will present our final invoice. We require a credit card or PayPal payment via an emailed invoice before delivery of your completed tax returns. Tax extensions are prepared at no charge.
Engagement letters are required for all professional tax compliance services. Additional fees will be charged for forms/schedules not listed in this document, audit representation, or to summarize information. Estimates available upon request.
Special $129 Price for 1040 Single filers with up to three W-2's and to two 1099's.
- Pricing above is for our VIRTUAL on-line tax preparation service where documents are securely uploaded by taxpayer. Add 20% for in-person and handing over tax return support.
- You can contact us all year round
- Includes basic tax planning services
Start the tax return process by sending us your email address: