At Guide Wealth Management, we focus on Tax Planning. In addition, a comprehensive tax service is provided to clients of Guide Wealth Management via our sister company, Guide Tax Management. We believe in a process where we control as many factors as possible in the tax return to create the most favorable outcome.
Tax starts with planning, but we don't end there, we are able to walk through the implementation process, leading the activities that create tax recognition, and wherever possible, will help resolve any mistakes that might have been made in prior years.
We believe in providing the highest levels of service. Business clients will see this when, in addition to their personal financial planning and tax work, we also support bookkeeping, payroll and retirement plans! This frees up your time, and helps foster an environment for you to attract and retain the best employees.
If you have had problems with the IRS, we can generally help clean things up via the Compliance and Resolution services that Guide Tax Management offers. We'll also review prior year tax returns and correspondence to help get a headstart on any possible issues.
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