Tax Preparation
and Analysis
For over 20 years, we have been providing both tax preparation and tax reduction strategies to over 4,000 clients.
COMPLETE TAX PLANNING SERVICES
FOR HIGH NET-WORTH INDIVIDUALS AND FAMILIES
Dedicated to providing customized tax planning, accurate tax preparation and competent IRS Tax Resolution, Grace Tax Advisory Group’s primary focus is reducing or even eliminating your tax burden.
Grace Tax Advisory Group is able to provide the following tax services:
Tax Preparation and Analysis
Tax Reduction Strategies that can reduce or eliminate your Social Security benefit taxes
Tax Strategies that can increase the inheritance you leave to your heirs
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TAX PLANNING
- FREE 30-Minute Consultation
- Personal Tax Strategies
- Estate Tax Review
- Corporate Tax Review
- Tax Plan Development
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TAX PREPARATION
- Personal
- Trusts and Estates
- S-Corp
- C-Corp
- Partnerships
- Out-of-State Returns
- Extensions
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IRS TAX RESOLUTION
- IRS/Tax Specialists
- Reduced Settlements
- Penalty Elimination
- Levy Removal
- Resolve Payroll Tax Liabilities
Tax Resources
The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. Our extensive tax resources provide guidance.
We help our clients keep more of their income and pay lower taxes.
We partner with an actuarial firm which allows us to manage and reduce tax liability
Our tax division is lead by Stephanie Torres, CPA
Or call us at 239-249-8888
INSTANT DOWNLOAD
Would you like to avoid surprises at tax time?
Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:
- How inflation could affect your tax bill
- Why proactive planning can help give you financial confidence
- How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy
