Tax Planning
Services
Expert tax planning, tax preparation, filing, resolution, returns, income, personal, & corporate tax services for financial success.
Get Your Business Finances
Under Control.
We help our clients focus on what matters the most – business – and handle taxation, finances, and accounting. After just one session, you’ll feel more in control of your budget, your strategy, your goals, and your business.
Our Tax Services
Need a tax accountant who understands your financial situation, including tax preparation and planning services? At TotTax, we're your trusted partner for comprehensive tax services that people rely on.
Customers know us for our excellent service, professionalism, expertise, and understanding of Federal and State tax systems. We help both businesses and individuals with tax preparation, providing precise and careful guidance throughout the process.
Tax Preparation
Tax preparation is our forte, offering professional tax services for individuals and businesses. We understand that no two taxpayers are the same, and we craft personalized tax plans designed to maximize your savings. Our experienced advisors are ready to address your questions and concerns, ensuring a smooth and accurate tax preparation.
Our expertise and resources are available to ensure your tax returns are accurate, thorough, and optimized for savings. Whether you're an individual or a business, we're here to streamline the tax preparation service, reducing your stress and saving you time.
Business Taxes Planning & Strategies
We help business owners choose the right entity type and structure, and provide personalized tax filing services. Our corporate tax services encompass sole proprietors, LLCs, S-Corps, and C-Corps.
We assess your situation and suggest methods to lower your taxes. We help you reach your financial objectives by providing small business tax services.
Rental Property Taxes
Our deep knowledge and experience cover a wide spectrum of scenarios if you're involved in rental properties. This includes managing property portfolios, handling short-term rentals, and providing expert tax advice on structuring transactions, 1031 exchanges, understanding depreciation, managing capital gains, and ensuring tax relief.
We offer tailored solutions to make your rental property endeavours as tax-efficient as possible.
Incentive/Employee Stock Options
Navigating the world of stock options can be complex, with significant financial implications. We specialize in different types of stock options, such as ISO, NSO, RSU, and ESPP, for employees to purchase company stocks.
We assist you in understanding when to exercise options. Additionally, we explain the benefits of making 83(b) elections.
We provide guidance on reducing taxes on property. We also explain how the alternative minimum tax (AMT) can impact your stock options. Additionally, we offer tax resolution services.
Personal Tax Planning and Strategies
We offer tax services for all types of personal tax situations, from simple to complicated, including income tax services. Our experienced advisors implement tailored strategies to minimize tax liability, ensuring you keep more money in your pocket.
We find ways to save you money on taxes, helping you improve your financial situation with our best personal tax service. This means making the most of your money by saving for retirement, handling investment profits, and reducing taxes.
Trusts and Estate Taxes
Estate taxes can be complicated and emotionally taxing, especially when dealing with the passing of a loved one. We simplify the estate tax return requirements, ensuring timely and accurate filing and offering estate tax services.
Our advisors help reduce taxes for trusts and pass-through entities, offering tax relief services. Whether you have simple or complex trust structures, we have the experience and knowledge to guide you.
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We are here to assist. Contact us by phone or email.
Tax Notices and Payroll Notices Resolution (State and Federal)
Our team of experts can assist with state and federal tax or payroll-related notices. We help you understand your situation and create a personalized solution to fix your tax and payroll problems. Our goal is to provide tax resolution services that guarantee results.
We ensure a smooth and efficient process that gives you peace of mind and helps you avoid similar issues in the future. We help you with tax and payroll challenges so you can focus on running your business effectively.
IRS Problem Solving
If you've received an intimidating IRS letter, haven't filed taxes for years, or are facing the threat of wage garnishment or asset liens, don't worry. We're Enrolled Agents with the expertise and authority to represent you and negotiate with the IRS on your behalf, providing expert tax resolution services.
Our primary goal is to ensure that your rights as a taxpayer are upheld, and we work diligently to cut through bureaucracy and achieve favorable resolutions, offering comprehensive tax problem-solving services.
Innovative Ideas and Exceptional Accomplishments
At TotTax Tax, we have a team of experts ready to provide you with excellent service. We're here to answer all your questions, and the best part is, you don't even have to visit our office. We can work with you over the phone or through email to fit your busy schedule.
If you need help with your personal income taxes or all accounting & taxation services for your small business, please get in touch with us today. TotTax is here to assist you.
Why Choose Us
TotTax Tax & Accounting Agency offers expert accounting, bookkeeping, payroll, tax planning, and tax preparation services for individuals and small businesses throughout United State. We have a straightforward and client-centered approach to address your financial needs. You'll receive the individualized attention you should expect from a professional firm.
Expertise and Trust: Benefit from our experienced and certified accountants who provide trustworthy financial guidance, ensuring accuracy and compliance.
Tailored Solutions: We create customized financial strategies that align with your unique goals, offering personalized solutions that fit your needs.
Proactive Partnership: Beyond historical reporting, we proactively identify opportunities and challenges, serving as your strategic financial partners.
Cutting-Edge Technology: We leverage the latest accounting software for efficiency, providing real-time insights to help you make informed decisions.
Comprehensive Services: From taxes to audits, we offer a full spectrum of services under one roof, ensuring your financial success.
Get in touch with us today to explore how TotTax can assist with individual income tax preparation and various small business services.
Get your business off to a great start by letting us handle your finances
We'll make sure this year is a successful one for you.
Most Commonly Asked Questions
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Tax services include professional assistance with tax preparation, planning, and compliance. They are essential for ensuring accurate and timely filing to avoid penalties.
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Seek referrals, read reviews, and look for credentials such as CPA (Certified Public Accountant) or EA (Enrolled Agent) to find a trustworthy provider.
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Documents may include W-2 forms, 1099s, receipts, records of charitable contributions, and any other relevant financial documents.
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Common types include income tax, sales tax, property tax, and payroll tax.
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For individuals, taxes are typically filed annually by April 15th. Business tax deadlines vary based on the entity type.