Tax Return Preparation

While we integrate tax planning into our client planning discussions for ALL who engage in financial planning, many clients wish to have the tax preparation “under the same” roof for convenience purposes.

Tax Return Preparation Services are available dependent on annual capacity. Indications of interest are taken throughout the year and our capacity is assessed in 4th quarter for the coming tax season. Our offering is limited to ensure that we can complete returns timely and with the utmost diligence.

Our Tax Return Preparation Services leverage both in-house expertise as well as the work of outside colleagues and consultants with vast knowledge of the ever-changing tax code.

What to expect from this service:

Availability of the service is entirely dependent on capacity with an annual intake in November.
Tax organizers are sent out early in the new year--this is to help with gathering the required documents for your tax preparation.
Preparatory Online meetings are necessary in the first year of preparation and optional in subsequent years. These are scheduled between January 20th and March 20th. We will need you to provide all of your documents prior to the meeting.
For an on-time filing, all documents must be submitted by March 20th.
For clients who prefer to file for an extension, we need your written request for that no later than April 10th.
Once your tax return is completed, we will upload an electronic copy to the vault in your online client portal. Printed copies of your tax return are available on request.
Coordinating your annual review with the completion of your tax return gives you the opportunity for a jump on tax planning for the year.

If you are interested in learning more about tax preparation services please contact Sonia at ext. 108 or at sonia@vitucciplanning.com