

Built for Businesses
Optimized for Owners
Individual Tax Return Preparation
Maximize Savings & Refund and Minimize Stress & Tax Liability: Personalized, Precise, and Proactive
Service Description
Personalized Tax Planning Consultation: Every successful tax filing begins with a solid plan. Our initial consultation is designed to understand your specific tax situation, financial goals, and the strategies best suited to minimize your liabilities while maximizing your potential returns. This personalized approach sets the foundation for a tax season without surprises. Income Review and Documentation: Accurate income reporting is crucial for a compliant and optimized tax return. We conduct a detailed review of all your sources of income, including W-2s, 1099s, investment income, and any other relevant documents. This ensures every dollar earned is accurately accounted for in your tax filing. Deduction and Credit Maximization: Don't miss out on any tax-saving opportunities. Our experts identify and apply all eligible deductions and credits, such as mortgage interest, educational expenses, charitable contributions, and medical expenses, enhancing your tax savings. This step is critical in reducing your overall tax burden while ensuring compliance with IRS regulations. Tax Form Preparation and Filing: Tailoring your tax filing starts with choosing the right forms. We prepare and file the appropriate tax forms for your situation, including but not limited to Form 1040 and its schedules. Our electronic filing (e-filing) service ensures that your tax return is submitted to the IRS promptly and securely, reducing the risk of errors and delays. State Tax Return Preparation and Filing: Beyond federal taxes, we navigate the complexities of state tax laws to prepare and file your state tax return(s). This includes addressing specific state requirements and opportunities, ensuring your filing is comprehensive and compliant across all jurisdictions. Estimated Tax Payment Analysis: Planning for the future is key to managing your tax obligations efficiently. We calculate and recommend estimated tax payments for the upcoming year, aiding in your financial planning and helping to avoid any unexpected tax bills. Review and Finalization Meeting: Our service concludes with a review and finalization meeting to discuss the completed tax return, the outcomes, and any potential strategies to improve your tax situation in the future. This proactive approach not only wraps up the current tax season but also prepares you for the next, ensuring ongoing optimization of your tax position.
Contact Details
(727) 201-2155
greg@zerotax.pro
433 Central Ave, 4th floor St. Petersburg, FL 33701