Tax Preparation, Planning & Business Services

Given the complex nature of the US tax code, strategic tax planning is more critical than ever. The tax team at ARS Wealth Advisors takes a forward-thinking, proactive approach to helping our clients minimize their tax liability and maximize their savings, integrating our tax expertise into the overall wealth planning process.

Tax Preparation

  • Today’s tax laws are so complex that it is almost always beneficial to have a tax professional on your side, unless your financial affairs are extremely simple.
  • We prepare hundreds of individual, business, trust, estate, not-for-profit, and other tax returns each year. We know what to look for in the preparation of your tax return and provide an easily accessible CPA to answer any questions that you may have.
  • You can rest easy knowing that your tax return will be prepared, checked, and re-checked before completion to ensure accuracy.

Tax Planning

  • The ARS team reviews all clients’ financial situations from a tax perspective, as well, in order to ensure maximum tax and financial efficiency. By integrating tax planning with every aspect of the client’s financial portfolio, we can help make tax-efficient decisions.
  • We closely monitor changes in laws, regulations, tax cases, and proposed legislation so that we can analyze their potential impact on your specific situation and assist you in making the most tax-efficient decisions.
  • Our expert staff provides year-round tax consultation to provide a proactive approach in identifying and taking advantage of any potential tax savings throughout the year.
  • ARS believes that proactive tax planning is crucial to financial well being and achieving financial prosperity.

Business Services

  • As a small business owner, your responsibility is to ensure the success of your business. We have the capability to provide you with any necessary accounting and consultation services to help you throughout the year.
  • Our tax team can provide bank reconciliations, financial statement preparation, QuickBooks assistance, retirement plan assistance, and a variety of other business accounting and consulting services to help your business achieve its goals.
  • We can take the stress of maintaining your books off your shoulders and design a system that fits the needs of your company. We can provide services from basic data entry to acting as your external CFO.
  • ARS tax team has extensive experience in consulting for mergers and acquisitions. Our consulting services include preparing your business, analyzing the books, assisting with clean-up, reviewing tax implications, and advising you throughout the process.

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