Tax Accountant and Advisor. We hold the highest credential the IRS offers
We provide the most value for people who either earn over $300,000, itemize, are self-employed, have a rental or compex taxes
Cloud Tax Group, LLC
We provide the most value for people who either earn over $300,000, itemize, are self-employed, have a rental or compex taxes
Cloud Tax Group, LLC
Nextdoor Award
We were recently voted as a Nextdoor Neighborhood Favorite for 2024!
Small Business Tax Experts
We don't just enter your data, anybody can do that. Instead, we advise you on ways to legally lower you taxable income such as the Agusta rule or using depreciation of business equipment.
We offer easy to use payroll services for your business.
Tax Advising Not Just Data Entry
Tax planning is important and will make a difference in how much tax you pay overall.
We are good at what we do, we are friendly, and we are available throughout the year to help you save on taxes.
Rental Taxes
We are real estate tax experts. We provide tax advice for real estate taxes including long-term and short-term rentals, 1031 exchanges and cost segregation studies.
There are legal tax strategies you can use so you pay little to no tax when you sell a rental.
Audit Protection For All Clients
If we do your taxes, you will never have to deal with the IRS. We represent you in an unlikely event of an audit.
Additionally, we include $1,000,000 Tax Audit Defense™ and Identity Theft Restoration services through Protection Plus. With our expert assistance, you can face any tax notice or identity theft incident with confidence.
Pricing
Personal tax returns start at $600 and will increase based on complexity and risk. We will quote you ahead of time so there are no surprises.
S-Corp, Partnership, C-Corp and trust tax returns typically range between $1000-$2000, but can be higher based on complexity and risk.
Prices include quick tax advice throughout the year.
We have a process to ensure we don’t miss anything and you get the time you deserve. We work 100% remotely so we can both save time, energy and money from unnecessary travel and stuffy offices.
During Tax Season (January-April)
1st: You schedule an appointment by calling our office or email us via our website..
2nd: We will obtain some of your info, such as income and previous tax returns. We will also eventually need your social security number which is what our secure portal is based on.
3rd: You upload your tax documents at least three days prior to your scheduled appointment to our secure portal.
4th: We call you for your closing appointment. During this 15-45min phone appointment, we chat over the phone to review your return before filing, make sure you get every possible deduction, tax plan, and answer all your questions or concerns. This call is mandatory so we don't miss anything and is very hard to reschedule late into tax season.
During the Off-Season (May-December)
You call or email us to schedule a 15-30 minute intro appointment. We will let you know if we think we can help and give you an estimate of our fee. Intro appointments are free, and we encourage them so we make sure we would like to work together.
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