Tax Deductions & Credits Maximized

Is this you?  Paying “your fair share” when it comes to tax time isn’t a problem for you.  You just want to be sure you are not paying $1 more than required.

Maybe you’ve always had tax help, and your tax expert has retired or left the industry.  Maybe you’ve always done your own taxes, but life has gotten more complex, and you no longer feel confident that you are helping yourself and should be working with a professional.

Whatever the reason you’re here, we welcome you!  We look forward to the opportunity to help you get your taxes filed with the confidence that you’ve reported income correctly, maximized deductions and credits so you’re bottom line to Uncle Sam is no more than you legally owe.

An easy process designed to help us, help you

As a virtual firm, we are able to help American’s at tax time all over the country.  Our user friendly portal system allows you to do manage your entire tax process right from your computer or mobile device!  We offer virtual appointments if you want to chat about your taxes, or personalized video reviews of your tax return once completed, so you can do your part, any day, any time!  No schedules to coordinate! Plus- our secure portal messaging system, allows back and forth text style conversation, but in a secure location that is saved with your tax info, you can go back and refer to it anytime!

Choose your level of services based on your goals and needs

“Just the Tax” is just that!  Budget friendly tax preparation service, you can feel confident that your taxes were filed accurately and deductions maximized. Need to talk about it?  Add a 30 minute meeting with Melissa before or after busy season to go over your specific questions and concerns.

“Prepare & Plan” Been surprised in the past with unexpected tax bills?  Let’s make sure that never happens again! All the features of Just the Tax, but with a proactive tax planning tool you can use all year long to monitor your tax obligation and even see how some thing you’re thinking about will change your tax outcome.  Includes one 30 minute meeting with our CPA, and portal/email support for TaxPlannerPro.

“Prepare, Plan, Learn & Save” All of the features of Prepare & Plan with a higher level of individualized support.  Up to two mid-year tax planning & strategy meetings (30 min each, or one long meeting) to discuss your questions, tax impacts of things you’re planning, and what you can do to proactively lower your tax bill for the year. Cash flow planning for tax time with projected April balance and Q3 & Q4 estimate adjustments to help you manage your tax bill.  As well as unlimited email/messaging support.

Proven Step by Step Process to Help Up Help You to Get Your Taxes Done

Pick Your Service Level to Get Exactly What You Need

It’s as easy as 1-2-3!

Step One
Complete our New Client Application.  This ensures that we are a good fit to work together, often this will include a discovery call before we commit.

Step Two
Onboarding!  This process is designed so that you can get us the foundational information we need to get you set up in our systems, so we are ready to help you at tax time.  You will also have the opportunity to get familiar with the portal and it’s features before crunch time.

Step Three
Tax Time & Tax Planning!  We’re all set to get last year’s taxes filed and do our planning or this year.  We have clear processes and instructions to help guide you through what to gather for taxes.

Ready to Find Out How We Can Work Together?

Melissa Calwell, CPA,EA,MBA has over 30 years of hands on experience working directly with business owners in both the private sector and through public accounting. Her depth of knowledge and expertise in all areas of back office operations and accounting is the magic of Fortitude Tax & Accounting. Years of experience in the field has allowed her to observe and implement solid systems and processes that work and make the tasks of compliance and accounting in your business feel easy!

Contact us today for an assessment on your business and solutions that are designed just for you!