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Tag: Year-End Tax Planning: A Guide for Expert Guidance

Year-End Tax Planning: A Guide for Expert Guidance

Year-End-Tax-Planning-A-Guide-for-Expert-Guidance

The annual rush of year-end and holiday events can occasionally overshadow one of the most important components of financial planning: effective tax management. Knowing the nuances of year-end tax planning is crucial whether you’re an individual trying to improve your financial situation or a business owner negotiating complicated tax requirements. This extensive book explores the […]

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Excellent4.6★★★★☆ Based on 128 reviews from review us onDana TingeyDana Tingey ★★★★★ These guys have bent over backwards to support me and my startup business. Sandra and Mike are so caring and knowledgeable in the tax laws to give me the most benefit. I refer people here all the time. I know they will be treated with kindness and respect.Kathi WhaleyKathi Whaley ★★★★★ After sending paperwork to a previous CPA in early 2023 to prepare a final return for a familyTrust account, that office went out of business without any notification to clients.  I was left scrambling to reconstruct the necessary information and was referred to Capital Tax Services.Thank you to Sandra for agreeing to take me on as a client on such short notice!After submitting the paperwork to Colleen at the Kent office, I met with Michael a few weeks later at the Orting office to sign the forms to be filed.  He was very pleasant and professional while patiently explaining details and answering my questions.I truly appreciate Capital Tax Services for the rescue from a very stressful situation!Greg GGreg G ★★★★★ Capital Tax Service did a great job for me. I had changes in my income mix and medical expenses this year that I would not have been able to figure out on my own. They took care of all the details and the refund I received was much larger than expected. I will use them again and again.Jessica MunsonJessica Munson ★★★★★ For over 12 years Capital Tax Service has taken good care of our growing family and growing small business. We trust them with both our business and personal taxes and are so thankful for Sandra’s knowledge of tax law and how it applies to our changing life each year.J BJ B ★★★★★ Very professional, timely, knowledgeable, friendly staff. Always available to answer any questions. Highly recommend Capital Tax Service!Sumeet SinghSumeet Singh ★★★★★ It was a great experience working with Sandra, Colleen, Mike and Dawn! Very communicative throughout the whole process and made everything very easy for. If you are looking for a stress free tax filing service we HIGHLY recommend this team! See you guys next year :)Gloria GeeGloria Gee ★★★★★ Everyone at Capital tax is professional, knowledgeable, friendly, and helpful. I highly recommend them!phillip fairchildphillip fairchild ★★★★★ Colleen did a wonderful job helping us with all our tax needs.It was easy to download our documents. The whole team helped us with making the process easy. Especially his first-time clients. We will be back next year.Diana MigchelbrinkDiana Migchelbrink ★★★★★ Capital Tax Service is just that! It’s CAPITAL! Our first year with them I was a bit anxious because everything was done by computer. For someone my age that’s a bit scary but boy was it fast! The expert we were working with was so kind and understanding of our lack of understanding of some things. We had an internet outage during a subsequent preparation and he helped us figure out how to get information to him when we had to go back to the days of yesterday and he never got upset with us and we were very upset! The most important things…we had confidence in the work that was done, the taxes were submitted before the deadline and we got a very nice return. Thank you, Mike!Mario RodriguezMario Rodriguez ★★★★★ I have been using Capital Tax Service for my tax needs since 2018, and I couldn't be happier. Their team is professional, efficient, and always ensures that my taxes are done accurately and on time. I highly recommend their services to anyone looking for reliable tax assistanceRichard ParkerRichard Parker ★★★★★ Having a home business requires a tax firm who understands the changing tax laws. Capital Tax Services met my expectations with efficiency at a reasonable price.Kara P.Kara P. ★★★★★ My husband and I had been using a CPA for years, every year we ended up owing increasingly in taxes. Finally, a friend suggested we try out Mike Lavergne at...Tom FinleyTom Finley ★★★★★ Capital Tax Service has been doing my taxes for awhile and always do a great job. They are very good at communication and letting me know exactly what to do and keep me posted on their progress. I would highly recommend them.Marylyn KilcreaseMarylyn Kilcrease ★★★★★ Excellent customer service. Staff is knowledgeable, friendly, and flexible. Much appreciate the calls and messages to get our taxes done before deadline dates. No problem asking to get a paper copy of our tax return at their office in Kent. Thank you very much Capital Tax staff!Sammie 253Sammie 253 ★★★★★ I’ve been with them for 3 years almost, they very kind and welcoming. Great price for getting my taxes done! You won’t be disappointedRick HaywoodRick Haywood ★★★★★ As a result of divorce proceedings, I had to get a tax repayment plan with the IRS. I had struggled with an accountant doing this for about 2 years and it got nowhere. I was at the end of my patience and found Sandra and her business. She is a real, and emphasize real, agent to engage to interface with the IRS. She worked her magic and I got a very reasonable repayment plan. If you've ever dreaded seeing another letter from the IRS in your mailbox, Sandra can help. She is very friendly, honest above all, and she keeps her commitments. I can't say enough about the help she and her business gave me.Dave BaroneDave Barone ★★★★★ Second year with this group now and there doing a great job. Our taxes are much more complicated than before, glad they are there to get us through. Thank You.Adam RobertsonAdam Robertson ★★★★★ I admit that I got into what I consider "big tax problems". I was referred to one of my friends that had similar issues. I cannot express the "weight off my shoulders" enough when leaving Sandra. She really had an incredible way of making me feel "normal" and that my problems were not as large as I had worked them up to be. It is hard to be self employed and very easy to get the IRS goons after you. Thanks so much to all of you for reducing my stress and making me feel normal again.AdamSandra BryantSandra Bryant ★★★★★ First time clients. Mike did an excellent job and explained everything in detail. Switched preparers to have one closer to home in Orting. Glad they opened an office here. Nice people and we were extremely satisfied.Mr.&Mrs. CookMr.&Mrs. Cook ★★★★★ We have been doing our taxes ourselves for years and finally decided to use Capital Tax Service which was a GREAT decision!Nikki was quick and efficient even though it took me a bit to get everything to her. She answered all our questions and gave us amazing advice as to what we could do this next year to better prepare ourselves for future taxes.We will, without a doubt continue to use Capital Tax Service forever as they took all our tax stress away!Rob S.Rob S. ★★★★★ Sandra has been doing my taxes for years. She was amazing at the beginning and continues to get even better. She is a serious student of all the changes...C B.C B. ★★★★★ I can't say enough good things about this company! From the moment I spoke with Sandra I had a sense of relief. She goes above and beyond. If you need any...Coral BohlCoral Bohl ★★★★★ I Highly Recommend Capital Tax Services. I was given Sandra's name in 2008. She was a true blessing for me and my lifeline when I was stuck in an IRS quagmire. I so appreciated Sandra's support and her professionalism. She truly cared about my situation and was very reassuring. I trusted her knowledge and was so relieved she could help me. The following year, Dayna became my wonderful tax person, and I have received the same professionalism, support and care. Dayna is very thorough with both my taxes and any questions I may have. I am thankful to have found such a caring, professional team! Thank you Dayna, Sandra, and Colleen.Joshy G.Joshy G. ★★★★★ Sandra is God sent to say the least. She gave us a free consult , made time for us as we had an inflexible schedule. She gave us ample time to have all our...Reesia R.Reesia R. ★★★★★ LOVE, LOVE this place!!Here is why!!We have been foster parents and did not know that a previous tax place did not know we could claim certain kids......js_loader

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