Tax Preparation and Tax Planning

We prepare tax returns for individuals and businesses ranging from partnerships to S-Corporations, and LLCs. We also prepare personal property declarations, 1099s, sales tax returns, and quarterly 941s. We want you and your business to have confidence in us to keep you and your business in compliance with all Federal, State, and Local Tax requirements. We provide a service that allows our clients to receive timely advice regarding their tax situations.

At Jared Poltrack CPA, LLC, we believe all clients and businesses can benefit from tax planning services. We provide a comprehensive quarterly examination of your financial situation. We offer our clients clear expectations of their tax liabilities and provide professional recommendations for quarterly tax estimates to minimize underpayment penalties and interest. Our clients should recognize and understand all the deductions and credits that can be taken to strategically plan their decisions for their immediate and long-term goals.

We believe that partnering with our firm can provide you with a strong sense of your upcoming tax obligations and may allow you to reduce your tax liability and penalties. Remaining proactive regarding your tax obligations is critical to ensure that you are able to make informed decisions regarding your finances.