Tax Preparation Services
Professional Tax Preparation Services Tailored to Your Needs
Tax Preparation services covered on this page are not regulated under the Investment Advisors Act of 1940.
Investment Advice services covered on other pages are separate and distinct services.
Maximize Your Savings with Our Trusted Tax Preparation Services
Looking to save more of your hard-earned money? Look no further. At Three Waters Financial, LLC, we specialize in providing top-notch tax preparation services tailored to your specific needs. Three Waters Financial will prepare your annual Income Tax return so you receive your maximum refund. Tax planning recommendations help coordinate your long term financial planning goals with your annual income tax return requirements.
Discover the Advantage of our Tax Planning Expertise
As your trusted tax advisor and IRS Enrolled Agent, we go the extra mile to evaluate your unique tax situation, ensuring no opportunity for savings goes unnoticed. By staying up-to-date on current federal and state tax laws through continuous education, we apply our in-depth knowledge of the tax code to prepare your individual and entity (business) tax returns.
Utilize Enrolled Agent representation for IRS Letter notices and Tax Audits
An IRS Enrolled Agent is someone who has been admitted to practice before the IRS in Tax Audit matters. We can explain the audit process, help you understand what is coming, and speak to and negotiate directly with the IRS on your behalf. Of course, we hope and prefer to represent all of our own clients in any Tax Audit, but as an Enrolled Agent we can represent any taxpayer, whether or not we prepared their return.
Efficient and Comprehensive Tax Solutions for Individuals and Entities
Here's how we can help you maximize your tax savings:
Swift and Accurate Tax Returns: We meticulously prepare accurate tax returns that are filed promptly, eliminating any concerns about missing deadlines.
Tailored Tax Planning Strategies: Our expert team develops customized tax planning strategies aligned with your individual financial goals. Together, we'll navigate the complex tax landscape and identify opportunities to optimize your savings.
Avoid Interest and Penalties: We handle filing extensions and calculate estimated tax payments, ensuring you stay compliant and avoid unnecessary interest and penalties.
Optimize Estimated Taxes: If you're a self-employed small business owner, or have significant investment income, we can calculate estimated taxes, ensuring you stay on top of your tax obligations.
Speedy Refunds: With electronic filing and direct deposit options, you'll receive your tax refund faster, allowing you to put your money to use elsewhere, sooner.
How We Charge
Tax Preparation is charged at an hourly rate. The complexity of your return determines the amount of time necessary; an individual with one job and no dependents will be faster than a Partnership with many partners and assets. Intra-tax season pro forma modeling, such as planning to sell a rental house, is done at the same hourly rate.
Tax Notice response and Audit Representation are charged at an hourly rate. Tax Notices (“letters”) can often be resolved quickly. Tax Audits range in complexity and duration; contact us for a free consultation on your Tax Audit Representation needs.
Don't Miss Out on Tax Savings
Tax season is just around the corner, and the time to act is now. If you're seeking a reliable, efficient, and customer-focused tax professional to handle your tax return this year, give us a call today at (970) 884-7330 or simply schedule a meeting by clicking the button below. Let us help you keep more of your hard-earned money in your pocket.
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