our process

Individual Tax Preparation

& Planning Services

We will guide you through various federal and state tax planning and preparation options, as well as provide strategies that minimize tax liability to help you preserve your resources. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Our knowledge of the current tax code, experience, analytical ability and thorough research will help you navigate through complicated tax laws. Our team is also available to assist with IRS and state income tax notices and other correspondence.

How We Do It Better:

We know life is busy and tax planning, preparation and visits to a tax office is not how you want to spend your free time. That's why we utilize a better solution to cater to busy professionals, entrepreneurs and small business. By using the latest cloud-based technology we are able to create a better managed system and a more efficient process all together.

Personalized Focus

We care individually about each of our clients. We put in the time to understand your needs in order to provide you with the solutions that work best for you. Your success is our business!

Virtual Management

We manage your tax preparation process virtually, through a secure client portal that provides for more efficient data gathering and storage. We rely on flexible communication throughout the tax prep process using Skype, phone or email. We are not restricted by business hours or by geography. Helping you any time it's mutually convenient.

Paperless Tax Filings

We are an authorized e-file provider and utilize electronic signature at the end of your tax return preparation. This not only allows for reduced paperwork, but also for a secure and rapid delivery to the IRS.

Leveraging the power of the latest cloud-based technologies, we can help you manage your tax and financial needs efficiently so you can get back to focusing on what really matters!


CC Tax & Advisory

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