Business Tax Planning and Preparation  

We successfully prepare current year income tax returns, W-2s, 1099s and tax opinions for a host of business entities. We commit ourselves to aggressively minimize your tax liability to the lowest amount legally permitted. Learned Tax & Financial Services specializes in small to mid-size businesses.

We save you money on current year tax returns as well as review your previous two years' tax returns to ensure you claimed all the deductions and credits your business were entitled to by law. There is no charge for this Refund Review Analysis. If we identify additional refund amounts to which you are entitled, there is a charge to prepare the amended federal and/or state returns to claim those refunds.

A Refund Review Analysis will require a few additional minutes of your time to fill out a tax questionnaire, which helps us identify potential deductions and credits to which you may be entitled. Upon completion of your current tax return a questionnaire will be included in your current year tax package. Once you have completed the questionnaire, you can either mail or deliver the questionnaire, prior year tax returns to be reviewed and any other related tax documents to us. If no additional savings are possible, we will promptly return all documents without charge.

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