Our Services

Tax Preparation

Preparing and filing your tax returns is sometimes a grueling task for people and we try to make the process as easy as possible. Tax law is often viewed as a complex if not altogether dry subject, so seeking help from those who enjoy it can be a win-win situation. Tax preparers are trusted with some of the most sensitive details of your financial life which is why trust should be the foundation of our business relationship.

While many firms offer tax preparation services ATX Tax Solution values total transparency and accountability above all else. This is why we explain to our clients the difference between tax preparation and tax planning. By the time tax season comes around it is often too late to reduce our individual tax liability in meaningful ways. This is why we believe in also offering tax planning services, so that our clients are prepared for every April 15th and beyond.

Tax Planning

(Not Financial Planning)

The differences between tax planning and financial planning are often difficult to distinguish. ATX Tax Solution partners with clients to recognize those differences while also acknowledging the areas where tax planning and financial planning might overlap. To be clear, ATX Tax Solution does not offer financial planning services. Yet many of life’s financial decisions, both big and small, can impact our tax burden in consequential ways. We help our clients align their unique financial conditions with a personalized tax strategy to maximize potential deductions.

Whether you are a newly minted startup or an established company ATX Tax Solution is here to help. We work to gain insight into the day-to-day operations that are specific to your small business. Our bookkeeping services are tailored to meet the needs of your small business and may include:

• Establishing a process for record keeping before your business launches

• Tracking invoices, expenses, and payroll

• Input on preparing financial statements and tax documents