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ABOUT US
At The Tax Whizz, we seek to empower individuals and businesses to thrive by providing comprehensive, accurate, and forward-looking tax solutions. Fueled by our passion for making the complex simple, we build relationships based on trust, transparency, and shared success."
OUR SERVICES
BUSINESS AND INDIVIDUAL TAX PREPARATION
File tax returns for individuals and businesses, ensuring that each return meets state and federal requirements and that clients receive full benefits. These professionals gather and review all relevant information, process the tax returns, and consult with clients on their next steps.
STRATEGY AND OPERATIONS
Help companies create and implement plans to achieve their goals and stay competitive:​
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Business strategy
A company's overall plan that outlines its goals, direction, and market positioning. It considers a company's resources, capacity, time, location, and competitors, and how to differentiate itself from competitors and deliver value to customers.
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Operations strategy
A set of procedures and policies that organizations implement to achieve their business goals. Operations strategies focus on activities like allocating resources, planning schedules, integrating technology, and optimizing processes. They work in tandem with a company's business strategy to ensure that day-to-day activities align with the company's broader objectives. Operations strategies can help companies improve their competencies and infrastructure, and better serve their customers.
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BUSINESS
FORMATION AND STRUCTURE
Help legally establish a business structure and organize the business. The structure determines how the business is organized, including who owns it, how profits are distributed, and how it will be taxed. It also defines how information flows between management levels and how roles, power, and responsibilities are assigned and coordinated.