Tax Compliance


Life’s other guarantee

Taxes are life’s other guarantee. When it comes to running interference for you with the IRS, we come correct. We make sure the process is comfortable, concisely calculated, in compliance, and on-point.

A Different Tax Compliance Mindset

Tax-Secure Wealth is a different type of tax specialist. We listen to you and respond adeptly to your unique set of circumstances; so even as things change, your compliance with the IRS remains constant, and you can focus on growing your business.

You deserve to get the best refund possible. We meet with our clients several times during the tax filing process, not just to advise, but also to educate and strategize toward reaching maximum abundance. You value transparency and accountability in the compliance process, and so do we. Let’s do this!

Going Beyond Tax Returns

State, federal and even local tax requirements can be confusing. We stay on top of the latest changes in tax rules and regulations, with close attention to the details, to use them to your advantage. We clear the path with knowledge and expertise, working to bring the most value to your return. It’s our pleasure to discover new ways to save you money!

Solutions that Fit Your Business Needs

You are unique, and so is your business. To reflect this, we customize our approach based on your individual business needs. Tax compliance is strict, and we’re mindful about adhering to legal parameters, while also being inquisitive and diligent in finding innovative solutions. We take professional pride in keeping to the highest standards in compliance, while producing efficiently effective results, every step along the way.

Breadth of Tax Compliance Services

Navigating through what can seem like an endless maze of tax regulations on the federal, state, and local levels can be quite daunting. Fortunately, you have Tax-Secure Wealth at the ready to handle those hassles for you! We are experts in deftly sifting through the tax mire, to deliver what ideally makes sense for you and your business. Some of our best practices include:

  • Keeping meticulous records of transactions/payments, methods of payment and means of delivery, so your account reconciliation reports are streamlined and precisely accurate.
  • Transparent and thorough one-on-one communication between you and your tax specialist, so you’re an active participant in the process, while also having the relief of knowing you can trust in our expertise to successfully take care of things for you.
  • Quick turnaround time from start to finish. We take the time needed to get optimal results for you, while honoring your expectation that we will get things done ASAP!
  • Total Quality Service. We live it. You love it. Everyone’s happy, even at tax time!
    • 30-Day Guarantee: If you’re not satisfied within the first 30 days, we will refund you in full – even if your tax return has already been filed.
    • 100% Accurate Return Guarantee: You are protected in case of penalties incurred due to preparer error.
    • Unlimited amendments, valid for 3 years from the date your tax return is filed.
    • No surprise invoices. Ever.