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Tax Preparation & Planning

Tax Services for Businesses and Individuals

Today’s tax laws are complicated.  Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming.  With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

At Averett Financial, we serve both individual and business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.

Tax Preparation for Individuals

According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

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Tax Planning

There's is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients' needs and helping them plan for a secure future.

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Tax Preparation for Businesses

It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

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Tax Problems

We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. As Certified Public Accountants, you can count on us to discreetly walk you through to resolution.

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Schedule a Free Consultation

Ready to take control of your finances? Book a free consultation with us.

Our first priority is helping you take care of your family and your business. In this free consultation we will learn more about you and provide you with options that are available to you.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.