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Tax Preparation/Planning

We sit down with our high net worth professional clients and business clients to plan ahead on their taxes instead of being behind. As business owners, we understand the day to day worry about taxes and we help our clients get prepared for any financial situation, especially taxes.

HOW IT WORKS

Photos & Docs

Take Pictures On Phone or Save Documents To Computer

Choose Preparer

Pick From Our Highly Qualified Selection of Tax Preparers

Fill Out Questionnaire

Take Your Time and Fill Out Our Preparation Form

Submit Documents

Upload Your Documentation Directly On This Site (.pdf or .docx)

GET STARTED
SAVE TIME & FILE ONLINE

Our Virtual Tax Preparation Service Will Make Filing Your Taxes Painless and Simple!

At Torbert Financial Services, we pride ourselves on treating every clients refund like it’s ours. We are a reputable and trustworthy company who is in business to meet all our clients.

– Cedric Torbert

“WHERE WE TREAT EVERY TAX RETURN LIKE IT’S OUR OWN”

Take the stress out of tax time.

Torbert Financial Services  has the expertise to provide you with the services that you need.  Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

  • Individual Tax Preparation
  • Business Tax Return Preparation
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups

Thank you for allowing us to be of service.

 

Tax Planning & Education 

Tax planning is essential to help you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that your business is tax compliant, we also can suggest tax-saving strategies that will maximize your after-tax income.

We offer tax and education planning to assist start-ups, as well as, established businesses. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

  • helping you to defer income so that you can save money now and pay less taxes in the future
  • lower taxes on your income so that you can keep more of your earnings
  • lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
  • lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

If you own a small business in or need help with individual taxes, working with a professional tax planning service can help save you more money. Torbert Financial Services offers the expertise that you need to save on your taxes at affordable prices.

Tax Resources
Here are some links to help you learn more about AL and GA taxes:

If you’d like to receive more information about our tax preparation and planning services, please call us at (706) 457-6401 or Contact Us | Torbert Financial Services

HOW CAN TORBERT FINANCIAL SERVICES LLC HELP YOU?

Torbert Financial Services starts with a complimentary consultation to find out where you are and where you want to be. Call us at (334) 559-0044 to get things started.