Advocating for local business in tax preparation
Located in Lodi representing clients with Individual and Small Business needs. Our firm specializes in Tax Preparation, Tax Planning and Audit Assistance.
Give us a call or use the contact information at the bottom of page to see if our services are right for you. The initial 30 minute consultation is free.
Areas of Service
With the ever changing tax laws it's a challenge to make sure you get everything you deserve. At Pro Tax our staff is CTEC registered and up to date on all new tax law changes. Education is important to us so that we can properly take care of our clients. We ask the right questions, so that we can check the right boxes.
audits & the IRS
What's worse than an IRS audit? Taking the stress out of an audit is what we do. It requires knowledge, strategy, planning and patience. Every audit is evaluated individually and a proposed strategy is outlined. Our goal is to achieve the best possible outcome for our clients.
Small business owners wear many hats. Whether it's juggling clients, record keeping, marketing or networking in the community - there never seems to be enough time. We specialize in working with small business owners, providing the tools needed to navigate their business needs.
Knowledge is Power. As an individual or business owner you need to understand how taxes impact your life. At Pro Tax we strive to educate you about your taxes. Every tax return is different! We want you to participate in the preparation of your tax return, so that you can be confident you are receiving every advantage.
Tax planning is an important aspect of tax preparation. No one likes surprises! Did you get a new job, have a baby, start a business?? These are just some of things that can impact your tax return. At Pro Tax we are available for our clients during the year to make sure there are no surprises.
We support the community that supports us, by networking and volunteering. We are part of the Lodi Associates Networking Group, BNI-Business Networking International & Lodi Chamber of Commerce. We practice "Givers Gain". Giving back to our community is a top priority for us.
Use the form below to contact us regarding your inquiry. To help us best serve you, please be as detailed as possible. You may also email or call us to make an appointment.