Individual Services
Taxation is complex, with constantly changing laws and regulations. While tax preparation is required at least annually, that tends to be a reactive process.
By focusing on proactive tax consulting and planning, we can work with you to plan for what your annual tax liability might look like. Our wealth management and advisory service adds a layer of tax planning support to further grow and shield your assets with specific tax strategies.
We take a holistic approach to our financial and Wealth services. Each different stage of life can offer opportunities to plan strategies. Your goals become our goals, and we work together to help you achieve them. We like to think of it as a roadmap to ongoing financial health. Whether you need help preparing for your child’s college plans, business consulting, retirement planning, long-term care or estate planning, we’re here for you every step of the way and we want to help you plan for financial wellness at every stage.
Tax Preparation and Consulting
Tax Preparation
Tax time can be stressful, but it doesn’t have to be such a pain. Let us take care of your tax preparation and filing. You can also make your tax appointment smoother and easier by gathering all the necessary details ahead of time.
We will need information about your income, adjustments to your income (contributions to IRA’s, energy credits, etc.), itemized tax deductions such as childcare & donations, taxes you’ve paid (state & local income tax, real estate, personal property tax), and last year’s tax return.
Tax Planning
It can be difficult to find the motivation to think about taxes outside of tax time, but planning ahead with our tax saving strategies can make a significant difference.
By optimizing your deductions and reviewing other aspects of your personal finances such as investments, income, retirement contributions, capital expenditures, charitable donations and more, we can make recommendations on how to you can take control of your tax liability.
State Filing Obligation
We help you navigate the varying economic and physical obligations across different states. We can file tax returns and reports in all 50 states, plus Puerta Rico, Northern Mariana Islands, and a more.
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Tax Resolution
Tax Audit Services
Being audited by the IRS can be very stressful. But we can help! Aropys provides tax audit representation also called tax audit defense and IRS representation. During the process, we take care of everything on your behalf, including paperwork, communications with the IRS, and any other issues that may come up.
You are not Alone!
Non-Filed Tax Returns
Back tax returns can rack up interest and penalties quicker than you’d think. Non-filed tax returns and not paying what you owe can have serious repercussions including tax liens, bank account levies, seizure of assets and criminal charges. Being proactive and filing your back tax returns puts you in the best possible situation. You may still be able to claim your deductions and receive your refund.
Tax Amendments
People receive late W-2's or corrected 1099's all the time. Or, maybe, the “Other Guy” forgot to add your small business or added one too many kids. Mistakes happen!
We can review the situation and make the necessary adjustments or corrections. Don't wait for the IRS to contact you; we can file an amendment to your tax return, today.
Don't wait for the IRS to contact you; we can file an amendment to your tax return, today.
Financial & Wealth Services
Family Wealth Consulting
Understanding your options is the FIRST step towards financial freedom. The road to financial freedom isn’t straight. There are multiple strategies to get out of debt, and not all of them will fit your needs. So, we customize a personal approach to get you out of debt and grow wealth for the future.
Risk Management
Preparing for the worst and hoping for the best is a great philosophy. Nobody likes spending money on insurance, but we are all happy we have the protection when something significant or unexpected happens. Unfortunately, one major event can bankrupt some people unless you are prepared and have the proper protection.
Retirement Planning
It’s a great idea to get started planning for your retirement early, but no matter where you are at in the process, we can help. With our financial wellness planning services, we can help you create a retirement strategy that works for you. Together we can brainstorm goals, review tax implications, choose the right savings plan, and more. Aging can take a toll on personal finances especially if you are unprepared. We can’t always foresee what the future holds but having a proactive plan in place that takes in to account the potential for long term care, estate planning and other possibilities can make things less stressful for everyone involved.
