(301) 495-5554 | advancecpa@gmail.com

Tax Planning & Preparation

Experienced Tax Strategists Working for You

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.


IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.


 Specialized Industries

Dentists

We are intimately familiar with your day-to-day operations and overhead structure, billing routines, and staffing requirements—and can relieve you of your complex and time consuming...
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Real Estate

Our tax strategies and financial expertise will help you succeed in your next project. We will work with you on every aspect of the deal, including entity formation, property acquisition, lease negotiations, financing options...
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Law Offices

Our critical analysis and practical solutions help identify business trends and opportunities for growth as well as aid in improving the operations, efficiency and the profitability...
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Home Improvement Contractors

For many individuals who make their living as home improvement contractors, it often becomes clear that managing finances and taxes can be a full-time endeavor in and of itself...
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Latest from Our Blog

Our New Website!

Advance Financial LLC is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...


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