Tax Services
We have long found that accountants are primarily reactive, and few are proactive. Most people see their accountant once a year (after the fact) and seldom interact with them during the year. Almost every decision we make as financial advisors with our clients, whether financial planning or investment-related, has a tax consequence. While we strive to involve our client’s accountants in these critical decisions, the client often relays information back and forth. This can quickly become a game of telephone.
Subsequently, we launched an in-house tax practice, Almega Tax LLC. For those clients who elect to utilize us for tax services, our goal is to improve the efficiency and level of communication and involve a true tax expert in any decision requiring a review of the client’s tax situation.
Led by Patrick Hoernig, our Director of Tax Services, Almega Tax LLC provides the following tax services to clients:
- Tax Planning & Compliance
- Tax Preparation
- Trust Accounting
- Business Tax Planning
- Estate Tax & Trust Tax Planning
- Audit Representation
To inquire about our tax services, please call 888-4-ALMEGA.
We are thrilled to announce that we have teamed up with Protection Plus, a trusted service powered by Intuit, to offer $1 Million Tax Audit Defense™ to our individual 1040 clients and business return clients. When you file with us, you’ll receive expert tax advice as well as a team of tax resolution experts to guide you if you receive a tax notice or audit. This feature now extends to business returns as well, giving you peace of mind during tax season.
Click here for more information about this program.
