Tax Planning / Preparation

At FC360 we believe that effective and sound planning is the cornerstone to financial success, whether it is tax planning, financial planning, insurance planning, or investment planning.

The most serious problem facing taxpayers today is the ever-changing complexity of the tax code. With nearly 4 million words describing its rules and regulations and over 5,000 revisions since 2001, it’s almost impossible for the average taxpayer to fully comprehend—let alone apply when preparing their tax returns. The Associated Press surmises that “[individuals] and businesses spend more than 6 billion hours a year complying with tax filing requirements.”

Many individuals and businesses that prepare their own tax returns are left with more questions than answers. As a result, they either miss out on many tax deductions and credits that they would be entitled to or misapply an area of the tax law that could have serious tax implications and consequences in the future—many of which result in huge tax liabilities, penalties, and interest.

Our Tax Preparation Services includes: 

Our tax professionals will work closely with you to find strategies to maximize your tax refund or minimize your tax liability.

Our tax professionals will use their extensive experience to ensure you receive all the tax deductions and credits that you are entitled to.

Our tax professionals will keep you appraised of all the current tax law changes and how they impact your personal and business tax returns.

Our tax professionals will meet with you throughout the year to come up with effective tax planning strategies to maximize your tax refund or minimize your tax liability in the following year and subsequent tax years.

Our tax professionals will use their expertise to help reduce the chances that you are audited by any taxing agencies in the future.

If we make an error or mistake on your tax returns, we will pay the interest and penalties for you.

Our clients will have access to their tax returns through our secure online portal and can easily communicate or add documents to their portal throughout the year.