About Us
Holistic business services including tax accounting for individuals and small businesses. Utilizes a wide wide of instruments such as managed accounts, mutual funds, fixed and variable annuities, and insurance products.
The products and services we offer
Products & Services
Provide comprehensive analysis of survivorship needs and tax ramifications of retirement planning
Insurance and investment options including Group LTC anad Disability insurance and personal insurance products including life health and disability.
If you're thinking about retiring from your business, talk to Savant Tax & Business Services about your succession plan. Whether you're hoping to h...
Recent Activity
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I had very little activity since March, even though I offer a secure portal into which my clients can scan and upload their documents safely. I had that in place prior to the COVID-19 crisis. The business began to pick up in mid-June. I have had a few to ask for extensions beyond July 15th.
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I had very little activity since March, even though I offer a secure portal into which my clients can scan and upload their documents safely. I had that in place prior to the COVID-19 crisis. The business began to pick up in mid-June. I have had a few to ask for extensions beyond July 15th.
BBB is not an adjudicator of CPAs or other tax professionals. The BBB is a paid member organization that has no control over whether the CPA is a scammer. If the accountant is a CPA, that is certified, he/she is more than likely affiliated with AICPA organization. Tax preparers may be Enrolled...
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BBB is not an adjudicator of CPAs or other tax professionals. The BBB is a paid member organization that has no control over whether the CPA is a scammer. If the accountant is a CPA, that is certified, he/she is more than likely affiliated with AICPA organization. Tax preparers may be Enrolled Agents (EAs) that are deemed qualified by the IRS. Tax preparers who are neither can be AFSP qualified and have passed an annual test. If so, their names are listed on the IRS.gov site. All have to have a PTIN, a number given by the IRS necessary for them to file taxes for clients electronically. We tax preparers all have to adhere to Circular 230, a code of ethics sponsored by the IRS.
We professional tax preparers use professional grade tax software. If you are using Turbo and one of those "free" programs you will have to call the software provider.
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We professional tax preparers use professional grade tax software. If you are using Turbo and one of those "free" programs you will have to call the software provider.
As my tax preparer, I am able to E-File all tax forms available. I have a secure portal for clients to upload their tax documents for mutual review. 301-459-3796
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As my tax preparer, I am able to E-File all tax forms available. I have a secure portal for clients to upload their tax documents for mutual review. 301-459-3796
Since you are insurance licensed, you should get appointed with an IMO and focus on marketing insurance products that appeal to seniors like yourself. Today is my 76th birthday and I have two businesses: tax preparation and insurance sales. The market is ripe for supplemental products. You have a...
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Since you are insurance licensed, you should get appointed with an IMO and focus on marketing insurance products that appeal to seniors like yourself. Today is my 76th birthday and I have two businesses: tax preparation and insurance sales. The market is ripe for supplemental products. You have a story to share with prospects. The grey hair is a sign of wisdom.
Yes if the expenses noted on the statements correspond to the expenses you claimed. See Tim's statement below.
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Yes if the expenses noted on the statements correspond to the expenses you claimed. See Tim's statement below.
