Tax Guru LLC
Riverdale, GA
Riverdale, GA
Our number one goal is customer satisfaction. Cleanliness done right the first time
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Tax Preparation
Tax preparers obtain the client’s financial information in order to estimate tax payments and returns. They fill in tax reports and advise clients on tax management strategies. We work best by:
Calculating tax credits, deductibles, and liabilities
Reviewing if tax reports are in compliance with government tax rules and regulations
Answering clients’ financial questionsCalculate tax payments
Estimate tax returns, deductibles, liabilities, and expenses
Prepare quarterly and annual reports
Collect data from income statements and expense documents
Complete clients’ tax documentation
Review data on reports and detect possible errors
Answer tax- and finance-related questions
Research new tax trends and regulations
Advise individuals and companies on tax strategies
Ensure compliance with government tax rules
Financial Planning
We prepare financial plans to help clients meet their goals. We also advise clients on current financial issues and make recommendations. Here is what you can expect from us:
Researching financial products and tax laws,
Analyzing clients' financial situations,
Setting goals,
Assessing potential risks,
Educating clients about investment options and potential risks,
Helping clients plan for specific circumstances, such as education or retirement,
Monitoring clients' accounts,
Determining if changes are needed to improve financial performance or to accommodate life changes,
Researching investment opportunities,
Providing financial planning and investment advisory services,
Developing and executing retirement planning,
Implementing risk management and tax planning strategies,
Coordinating estate planning,
Managing client relationships,
Identifying and cultivating new clients,
Developing and growing a book of business,
Opening, transferring, and managing client accounts,
Preparing financial policy and procedure documentation
Identifying financial process improvement,
Generating and processing paper and electronic documents,
Presenting and selling suitable financial products and services,
Finding and approaching prospective clients,
Building strong relationships to retain existing clients.
