Tax Preparation Services You Can Count On! (Remote Tax Service Available)
Want to learn about how to make your tax preparation day go smoothly? Get started with a free consultation and tax advice.
Our Tax Preparation Services
Tax Services
At Visionary Accounting & Tax Services we provide services for your personal and your business tax matters, in a responsive and accurate manner. Contact one of our Tax Experts to find out more about how we can best assist you with your specific tax preparation needs.
TAX PREPARATION SERVICES:
- Individual
- Sole-Proprietorship
- LLC's
- S-Corp
- C Corp
- Partnerships
- Estates & Trusts
- Non-Profit Organization
- Tax Resolution
- Prior Year Returns
- Abatements
- Installment Agreements
- OIC
Payroll Service for Small Business
Whether you're a start-up company, or an established business, Visionary & Accounting Services can help you pay your employees quickly and easily with our Payroll Services. Our plans are designed to swiftly create paychecks and calculate payroll taxes.
Filing Payroll Documents
While we prepare payroll documents, unless you have submitted the appropriate documents giving our Tax Professionals authority to file payroll documents on your behalf, the client is responsible for making payments, and mailing payroll documents on time to the proper government agencies. We can however, as a courtesy, provide you with the address and instructions on where to file your payroll documents.
Forms to use giving our Company Authority to file your quarterly and annual Reports
- Form 2678- Employer Appointment of Agent Payroll Form
- 8655- Reporting Agent Authorization
Management & Support Services
- Client Support: Connect with our clients to learn about any life-changing events that may affect their tax returns
- Remote Services: We provide remote services in a manner that is just as effective as receiving a face-to-face interview. We are still providing the same quality services. We are simply providing contact-less services, and can walk you through the process step-by-step.
- Payroll: Management of payroll and taxes on a monthly, quarterly, and annual basis
- Planning: Tax, Business, Retirement, College, Vacation, Estate
- Credit Counseling & Debt Relief
- Legal Affiliate: Jillian Kundland of Kundland Legal LLC www.kindlundlegal.com
About the CEO
CEO: DAVIE "THE TAX LADY"
ABOUT ME
DEDICATED TO HELPING TAXPAYERS ELIMINATE THEIR TAX BURDEN THROUGH EDUCATION & ELEVATION
Visionary Accounting & Tax Services was founded in 2009 by Owner & President, Davie the Tax Lady, whose desire was to fulfill the need of those who struggled with their finances and needed someone whom they could confide in, trust, and free them from a path of misguided direction.
Visionary Accounting & Tax Services was birthed out of a need to provide viable financial solutions for individuals who could not otherwise gain access to financial advice.
The tax experts at Visionary Accounting & Tax Services possess a unique ability to utilize effective tax strategies to provide favorable outcomes for each client whom they encounter. They leave no stone unturned when it comes to providing tools and resources that aid in the implementation of efficient tax planning and effectively executing legitimate tax strategies.
The overall goal of Visionary Accounting & Tax Services is to provide solutions to individuals who are dedicated to living their lives more prosperously and are committed to making educated decisions about their finances for future generations and live an abundant lifestyle on their terms.
About Us
Our History
Established in 2014.
Specializing in tax resolution, is what sets Visionary Accounting & Tax Services apart from the rest. We keep abreast of the ever-changing tax laws while also staying in close communication with our clients to learn about any life-changing events that may impact their tax return. Our success is predicated upon empowering our clients with effective tax strategies that enable them to achieve their financial goals, whatever those goals may be. Additionally, we motivate our clients, encouraging them to understand, they too, can have access to someone who will not only advocate for them, but teach them about financial literacy so they can make informed decisions about their finances. If by simply being the battery in their charger that motivates them to upward mobility, then we're happy to oblige. We understand the importance of handling our clients' financial affairs in the most delicate manner and take our fiduciary role seriously.
Helping you get what you deserve
Our goal is to help you position yourself to receive every tax credit and deduction you deserve.
For many Americans, receiving a tax refund is by far the most lump-sum money they may receive for the entire year. Therefore, we help our clients prepare for that day, well in advance by furnishing them with the most up to date changes in tax law that may effect their tax return. Additionally, we encourage our clients to inform us of any life-changing events, such as marriage, having a baby, going to college, or buying a new house. Your tax preparation day is merely a reflection of how well you did or did not utilize proper tax planning throughout the year, as a tool to enable you to receive favorable results. Stay connected with us, so we can partner with you and give you the tax advice you need.
Impart to Impact
Serving Our Community
At Visionary Accounting & Tax Services, we believe the strongest communities are the ones that leaders take the initiative to provide support systems for those who will directly benefit from our philanthropic efforts.
