Ideal Tax provides comprehensive tax preparation services with an individualized approach

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SPEAK TO OUR TAX EXPERTS

(833)321.1273

Tax preparation looks different for everyone – that’s why professional help can ensure you get the most out of filing your tax return
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Tax Prep Services Made Easy

Ideal Tax will guide you through the entire income tax preparation process.
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Your Go-To Tax Pros

Our experienced and knowledgeable tax professionals undergo rigorous training to ensure they are equipped with the latest tax laws and regulations to ensure your taxes are filed accurately and on time.
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Maximum Tax Refund

Our research found that 1 in 3 tax returns filed by an individual tax professional have mistakes that make taxpayers receive smaller tax refunds or owe money to the IRS. This is why we designed a system that guarantees a perfect tax return.
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Optimize Your Tax Return

Our tax professionals are experienced in navigating a variety of tax situations to determine the best way to approach filing tax returns.
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Superior Customer Service

Ensure you achieve all possible tax breaks by working with experienced professionals who treat your case as a priority. We will take care of you this tax season by assisting you through the entire process of preparing your tax return.

Our Tax Team guarantees
the highest accuracy while getting the best results

SPEAK TO OUR TAX EXPERTS

(833)321.1273

We offer comprehensive tax preparation services to prevent you from going through the daunting process
of filing a tax return

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For the past 14 years, we have helped taxpayers of all backgrounds optimize their tax return savings.
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Unlike our competitors, we refer to information directly sourced from the IRS as we prepare returns by pulling transcripts from the past 3 years.
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We assign a Tax Team composed of attorneys and CPAs to prepare and review your returns to achieve a perfect tax return.

FAQs

Tax Preparation Services

Yes, the tax professionals at Ideal Tax are fully licensed and certified to assist taxpayers throughout the tax preparation process.

Our team consists of licensed certified public accountants (CPAs), IRS enrolled agents (EAs), and tax attorneys who are experienced in navigating all tax situations.

We guarantee that our tax prep services will help you reduce your tax liability and possibly earn a tax refund.

There is a simple four-step process when you work with Ideal Tax to prepare your taxes.

First, you will meet with a tax consultant so they can evaluate your unique tax situation.

Next, you will complete a detailed questionnaire where you will provide us with information about your taxes.

During the third step, your tax return will be filed. The final step involves getting our lead attorney to review your tax return to ensure it is 100% accurate.

We can help you determine which tax credits and deductions you qualify for to maximize your savings this tax season. Our tax experts will evaluate all of your income information, financial records, and tax documentation to help you optimize your tax breaks through credits and deductions.

Tax credits can save you money as you pay your taxes by reducing what you owe in taxes by a set dollar amount. Tax credits are awarded if the government deems the expense is worthy of investment. Tax credits lower your tax bill by subtracting the credit directly from the tax liability as opposed to reducing your taxable income.

Some situations where you may qualify for tax credits include:
· If you pay living expenses for a child or dependent
· If you adopt a child during that tax year
· If you are a student with school-related expenses
· If you switch to energy-efficient appliances that make energy-saving improvements
· If you are disabled or elderly
· If you contribute to a retirement plan

Tax deductions help lower an individual’s tax liability by directly reducing the amount of income that will be taxed.

There are two main types of deductions: standard and itemized. Standard deductions lower your income by a fixed amount, whereas itemized deductions are calculated by subtracting all applicable deductions.

Some examples of deductions include:
· Charitable donations
· Gambling losses
· Higher education expenses
· IRS contributions
· Medical expenses
· Mortgage interest
· Real estate taxes
· Student loan interest

Ideal tax can provide customized tax solutions for all taxpayers as they file their taxes and navigate other tax problems.

Our tax professionals can assist individuals, small businesses, and corporations prepare and file their tax returns no matter how simple or complex their tax situation is.

The Ideal Tax pros can help you determine exactly which type of income tax and other types of taxes you will owe depending on your unique tax situation.

There main types of taxes on your earnings include capital gains tax, corporate income tax, individual income tax, and payroll tax. The main types of taxes on what you buy include excise tax, gross receipts tax, value-added tax, and sales tax.

The main types of taxes on what you own include estate tax and inheritance tax, property tax, tangible personal property tax, and wealth tax.

Ideal Tax is proud to guarantee taxpayers receive the maximum refund when they file taxes using their tax preparation services.

· Your case manager is responsible for streamlining the tax preparation process from start to finish, ensuring the taxpayer is informed and up-to-date about all tax filing protocols. Your case manager will elevate your tax filing experience by offering advice, organizing communication, and ensuring all deadlines are met with accuracy.

· Your tax preparer at Ideal Tax is licensed, experienced, and dedicated to helping you achieve the maximum benefits from your tax return. This tax specialist will meticulously analyze the details of your tax situation to ensure every tax break is optimized when you file.

· A thorough review process following the work of the tax preparer will provide the assurance you need that all calculations are correct and that your tax return accurately represents your tax situation. With multiple experienced eyes evaluating your tax return before you submit it, you can feel confident that your tax return is accurate and optimized.

With the tax professionals on your side, you can feel confident that you are filing your taxes accurately while maximizing the potential for tax savings and earning a tax return.

We provide professional guidance to people whose lives have been affected by tax problems. To evaluate your specific tax issue and determine if you qualify for tax relief and the fresh start program, please contact us for a free consultation. We are COVID-19 prepared, we will work with you over the phone and via e-mail. The content of this post does not replace the advice of a licensed tax professional. Consult a qualified tax professional for questions specific to your circumstances.

Ideal Tax has been so compassionate with my tax problem. Have explained the steps to a resolution. My assigned agent has been to generous with her time and reaching out to me when I have a question. I would recommend Ideal Tax to anyone with this need of help.
Patsy BallardPatsy Ballard
00:44 25 May 22
I have experienced nothing but kindness from this company. Being afraid the IRS was going to freeze my accounts Ideal Tax stepped in and took over. After a down payment I was able to set up monthly payments for the remaining balance. I receive weekly updates on my case. I am very happy with the way things are moving along.
Richard SeeseRichard Seese
18:36 23 May 22
These guys have been working really hard to resolve my tax situation. I looked around and found some concerns for others. I put my faith in Ideal Tax Solutions and they have been great! I am grateful I made the right choice. They were reasonable with a payment plan in the beginning and they keep me in the loop every step of the way!
Sandy CzajkowskiSandy Czajkowski
11:39 21 Apr 22
Idea tax has been a life saver for us. The staff is very knowledgeable of tax laws and they communicate with you on a regular basis. You don’t have to sit and worry about where your case stands, they call, email or text you with regular updates. In our case, they update us weekly. If you have IRS tax problems, give them a call. It was the best decision we ever made.
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