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Services We Offer

Business Tax Services

For a growing business, tax planning and compliance can feel like a burden. Tax reporting and disclosure requirements can overwhelm all but the most robust tax departments. From reporting structural changes, to filing sales tax returns in multiple jurisdictions, to complying with reporting obligations in foreign countries, businesses cannot afford to adopt a “same as last year” mentality.

Keeping up with ever-changing state, federal, and international tax laws while minimizing your business’s tax burden demands an in-depth, comprehensive evaluation of your organization’s activities. That’s why we take a coordinated approach to business tax planning and compliance.

Simplifying Taxation for Individuals and Families

For you, tax is personal. You need guidance to navigate increasingly complicated tax laws while planning ahead to minimize your tax burden today and tomorrow.

Refund Tax Lab simplifies tax planning and compliance so you can focus on what you do best. Our team members have spent decades serving individuals and families with complex tax issues and structures. We are proactive in providing solutions to properly manage your tax liabilities and whatever your situation, we are prepared to handle it.

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Tax Planning & Consulting

In your business and your personal life, success creates complexity. Growth and asset accumulation require increasingly sophisticated approaches to protecting those assets.

No one wants to miss opportunities to minimize their tax burden. That’s why our tax experts take the time to learn about our clients and understand their challenges, goals and long-term vision. We provide technical tax solutions and thoughtful insights to help you put a plan in place to minimize your tax liability, maximize your after-tax income and increase the resources available for growth. No matter how unique or complex your tax situation is, our dedicated and experienced professionals will protect what you’ve worked so hard to build.

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Tailored Solutions to Resolve Issues Quickly

Taxes are complex, and when things don’t go according to plan, they can feel overwhelming and stressful. But ignoring or neglecting tax issues won’t make them go away. In fact, waiting can make the issue even worse.

If you’re in a dispute with a taxing authority, Refund Tax Lab can represent and advise you through the tax controversy process. We can support you during a tax audit, if you have a collection issue, and in most other tax-related disputes.

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