Tax & Financial Services Designed Around Your Needs
Every financial situation comes with different questions, responsibilities, and opportunities. Our services are designed to help you understand your tax position, plan ahead, and address the financial considerations that matter to you, your family, or your business.
Not sure which service is right for you? Start with a consultation and we'll help determine where to begin.
Private Wealth Tax Consulting
For Individuals With More Complex Financial Situations
As income, investments, business interests, and financial responsibilities increase, tax decisions can become more complex. Private Wealth Tax Consulting provides a more individualized approach to understanding how different aspects of your financial situation may affect your tax position.
This may be appropriate if you:
Have high or multiple sources of income
Own a business or have an ownership interest in one
Receive investment or other non-traditional income
Have significant financial transactions during the year
Are preparing for a major financial change
Want to take a more proactive approach to tax planning
What we may help you evaluate:
Income & Tax Exposure
Review your income sources and identify areas that may require additional planning.
Tax Planning Opportunities
Explore available strategies based on your circumstances and applicable tax rules.
Major Financial Decisions
Consider the potential tax implications of significant financial decisions before you make them.
Year-End Planning
Review your projected tax position and consider planning opportunities before the year closes.
You may want this service if:
You don't simply want someone to prepare your return—you want to understand the tax implications of your financial decisions before you make them.
Tax Planning for Entrepreneurs & Business Owners
Your Business Decisions Can Affect Your Personal Tax Situation
Business owners often have to think about business income, personal income, estimated taxes, expenses, compensation, and other financial decisions at the same time.
Our tax planning services help you understand the tax considerations associated with your business and make decisions with those considerations in mind.
We can help you think through:
Changes in business income
Estimated tax payments
Business expenses and deductions
Compensation considerations
Business purchases and investments
Changes in business structure
Expansion or significant business changes
Year-end tax planning
Business and personal tax considerations
When should you consider tax planning?
Don't wait until your return is being prepared.
Starting a business
Understand your tax responsibilities from the beginning.
Growing rapidly
A significant increase in income may change your tax situation.
Making a major purchase
Understand potential tax considerations before making significant business investments.
Changing your business structure
Changes to how your business operates can have tax consequences.
Approaching year-end
Review your projected tax position while there is still time to plan.
Self-employed & Freelancers Tax Services
Tax Support for People Who Work for Themselves
When you're self-employed, there isn't always an employer withholding taxes or organizing your tax documents for you. You are responsible for keeping track of income, expenses, records, and potentially making estimated payments.
We help self-employed professionals understand and organize these responsibilities.
This service can include assistance with:
Income Reporting
Organizing income from clients, contracts, platforms, and other sources.
Business Expenses
Understanding how business-related expenses may factor into your tax situation.
Estimated Taxes
Helping you understand your potential estimated tax responsibilities.
Recordkeeping
Identifying the records and documentation you should maintain throughout the year.
Tax Preparation
Preparing applicable tax returns based on your individual circumstances
This may be right for you if you're a:
Freelancer
Consultant
Contractor
Independent professional
Gig worker
Sole proprietor
Self-employed business owner
The goal isn't simply to file your return. It's to help you understand your responsibilities throughout the year.
Business Tax Advisory
Ongoing Tax Support for Your Business
Tax preparation tells you what happened. Advisory helps you think about what comes next.
Business Tax Advisory provides ongoing support for business owners who want tax considerations to be part of their decision-making throughout the year.
Depending on your needs, advisory conversations may address:
Business income and profitability
Tax planning throughout the year
Estimated tax considerations
Business expenses
Significant purchases
Changes in business operations
Business growth
Tax compliance considerations
Year-end planning
Questions that arise between tax filings
Who is this for?
This service may be appropriate for business owners who:
Want ongoing guidance rather than a once-a-year relationship
Are experiencing significant changes in their business
Want to better understand the tax implications of business decisions
Need help staying organized and prepared throughout the year
IRS Representation & Tax Resolution
When You Need Help Navigating an IRS Matter
Receiving an IRS notice can be stressful, especially when you're unsure what it means or what you need to do next.
As an Enrolled Agent, TL Tax & Associates can represent taxpayers before the IRS in eligible matters and help clients navigate applicable tax issues.
We may assist with matters involving:
IRS notices
Tax examinations/audits
Certain collection matters
Unpaid tax balances
Tax filing issues
Questions regarding correspondence from the IRS
Other eligible federal tax matters
What happens when you contact us?
1. REVIEW
We begin by understanding the notice or tax issue and gathering the relevant information.
2. EXPLAIN
We help you understand what the issue means and what your available options may be.
3. REPRESENT
Where applicable, we can represent you before the IRS and assist with the matter.
Received an IRS notice? Don't ignore it.
Bring the notice and relevant tax documents to your consultation so we can determine what type of assistance may be appropriate.
Life Insurance Solutions
Financial Protection for What Matters Most
Tax planning is one part of your financial picture. Protecting your income, loved ones, and financial responsibilities is another.
As a licensed life insurance agent, TL Tax & Associates helps clients explore life insurance options that may complement their broader financial and protection goals.
Life insurance may be considered for:
Income Protection
Helping provide financial support to loved ones if your income is no longer available.
Family Protection
Helping address future financial responsibilities such as housing, education, or ongoing living expenses.
Business Protection
Exploring coverage considerations for business owners and their financial interests.
Legacy & Long-Term Planning
Considering how life insurance may fit into broader financial or legacy goals.
This may be worth discussing if:
Your income has increased
You've started a family
You've purchased a home
You've started or grown a business
Your financial responsibilities have changed
You don't currently have coverage
Your existing coverage hasn't been reviewed recently
Life insurance needs are personal. The appropriate type and amount of coverage depends on your circumstances, financial goals, and the policy selected.
Which Service is Right for Me?
Not Sure Where to Start?
Choose the situation that sounds most like you:
“I earn a high income and my taxes are becoming more complicated.”
→ Private Wealth Tax Consulting
“I own a business and want to be more proactive about my taxes.”
→ Tax Planning for Entrepreneurs & Business Owners
“I'm a freelancer or independent contractor and need help managing my taxes.”
→ Self-Employed & Freelancer Tax Services
“I own a business and want ongoing tax guidance.”
→ Business Tax Advisory
“I received an IRS notice and don't know what to do.”
→ IRS Representation & Tax Resolution
“I want to make sure my family or business is financially protected.”
→ Life Insurance Solutions
Get In Touch
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Mon – Sat 9:00am-8:00pm
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Disclaimer: The information provided on this website is for general informational and educational purposes only and should not be construed as tax, legal, financial, or insurance advice. Information presented does not create a client, advisor, or insurance-agent relationship. Please consult with the appropriate qualified or licensed professional regarding your specific situation.
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