According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.
Our tax preparation services include the following essentials:
Paperless Environment: We will take your documents in whatever fashion is easiest for you (upload, courier, or hard copy), but we will convert all documents to electronic format so you have them at any time you need them and allows us for a more efficient review process.
Thorough Review: Your file will go through both a staff, manager and partner review.
E-Filing: Filing electronically delivers your tax return to the IRS faster than any other method and often results in a much earlier arrival of your refund.
No Opportunities Overlooked: There are many credits and deductions available to business owners, and our team can help identify those that you qualify for to maximize your savings.
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll use our sister bookkeeping company, AccountPro at half off their normal rates to get you where you need to be in no time and as least time from you as possible. We realize you have enough to do.
Brian J. Markwell, CPA
Shareholder
AllTax LLC
(o) 800.202.8902
(c) 612.807.1477
(f) 612.524.5491
Brian brings to the table over 25 years of public accounting experience specializing in manufacturing, distribution, construction, service, real estate, software, and overall business and personal taxation. Brian’s experience ranges from one person to multi-tier organizations residing in numerous industries, countries, and publicly traded markets (international and domestic). Client revenues range from startup to $350M in annual sales. He represents individual clients with net worth amounts in excess of $100M+ and the intricate structures inherent in each and every tax portfolio.
The ability to think outside of the box and maintain technical expertise is fundamental in being a valued financial advisor. With Brian’s experience and exceptional client service skills, you will soon come to realize the impact he is able to make for your specific situation.
• Individual, business, trust, and multi-state taxation (domestic and foreign)
• Tax credits and optimization including bitcoin and electronic currency trading
• Real estate structures and filings including REIT’s, TIC’s and Opportunity Zones
• Complex ownership structures and formation for owners (FLP, Trust, etc.)
• Contract CFO for companies from startup to $350M in consolidated sales
• Executive and employee benefit consulting, including payroll structure and compliance for several small to large businesses
• Phantom stock ownership plans, ESOP’s & executive compensation
• Employee benefitimplementation and administration for large companies
• Private equity relations, reporting, and adherence
• Managed an initial public offering (IPO) on NYSE and S-1 registration
• Compilations, reviews, and audits of private and SEC regulated companies
• Agreed upon procedure engagements & working with lending requirements
• Financial and change management implementation for internal control
• Lease, debt and other legal structuring and analysis
• Succession and estate planning
• IRS & State audits and appeals
• Liquidations, bankruptcies and reorganizations
• Financial policy solution implementation for purchased companies
• Nonprofit accounting and taxation including large 501(c)(3) org’s
• AICPA – American Institute of Certified Public Accountants
• MNCPA – Minnesota Society of Certified Public Accountants
• B.B.A. University of Wisconsin – Eau Claire Magna Cum Laude – Accounting