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Tax Planning & Preparation

We’ll help you file your tax return and create a custom tax plan, exploring strategies and adjusting them year-round to keep you ahead of financial changes.

Tax Resolution & IRS Audits

Received an IRS notice? Don’t worry! We’ll handle the situation for you, turning your stress into relief as we work with the IRS to resolve your issue. 

Small Business Accounting Services

When you partner with Aldaris, we’ll streamline your accounting so you can keep your focus where it should be—your company’s financial health and sustainable growth.

01

Our Mission

For far too many people and businesses, taxes are more confusing, stressful, and onerous than they should or need to be. Aldaris is founded upon the idea that it’s not enough for your CPA to just prepare and file your taxes—they should be a responsive and proactive partner not just during tax season but throughout the year, providing you with the support and security you need.

02

Our Approach

We listen, we understand, and we act. Our approach is to make tax and accounting simple and stress-free for you. We leverage the latest technology to provide timely, transparent services, fostering a partnership built on trust and mutual success.

03

Our Commitment

At Aldaris, we are determined to prove our mission and approach aren’t just empty words. Through the effort we put into exploring your tax profile and solutions and the communication we use to improve clarity while easing anxiety, we are committed to demonstrating that we are as vested as you are in reducing your tax burden and the headaches that come with it.

A Tax Firm That Goes Farther

Why Aldaris CPA Group?

At Aldaris, we believe in exploration. We examine your unique financial profile and tax burden, get curious about your needs and goals, and consider and weigh the best tax strategies for you or your business. Extensive, thoughtful, thorough exploration is the core of our mission and the key to our success. We invite you to read more about the service philosophy that led to the founding of Aldaris and that we still live by today.

We Make Things Simple

Don’t get us wrong, we’re not saying taxes aren’t complicated. There’s so much to keep track of—credits, deductions, itemizations, receipts. And forms … so many forms! And just when you think you’ve got everything figured out and nailed down, new laws throw you for a loop. It gets overwhelming.

That’s why Aldaris is your ideal tax partner. When codes change, we’re genuinely excited to investigate tax laws and your shifting circumstances and weigh the pros and cons of your options. Then, we distill it all and present it in a way that illuminates your different paths forward so that you can choose which is best for you.

Our aim isn’t to dazzle you with our knowledge throughout the process. We’ve seen how tax professionals try to impress clients by overloading them with technical expertise, only to compound the client’s confusion and anxiety. Our standards of success are clarity and concision, not over-explanation and excess information. Our guidance is easy to understand and follow, giving you the confidence to make decisions that best align with your personal and financial goals.

10 Reasons to Choose Aldaris

Everyone at our firm is dedicated to setting new standards in CPA excellence. Discover what sets us apart.

  1. We take a pro-active approach to your tax strategy to save you more.
  2. Our IRS audit defense gives you expert representation with tax authorities.
  3. We tailor our business growth planning advice specifically to your company.
  4. Our corporate structure planning is designed to limit your tax liability.
  5. We deliver custom on-site or remote bookkeeping services that fit your needs.
  6. Our cryptocurrency tax advice helps you navigate this complex and ever-changing field.
  7. Year-round consultations mean our services to you don’t end with the tax season.
  8. A dedicated account manager is your single point of contact for personalized service.
  9. Quarterly tax reviews help you keep you on track and make tax season easier.
  10. We deliver automated alerts to remind you of tax filings and other important deadlines.

A Full-Service CPA Firm for Businesses and Individuals

Here’s what our tax, bookkeeping, and accounting lineup looks like in action:

  • Business tax preparation and planning 
  • Individual tax preparation and planning
  • Small business accounting
  • Small businesses and corporation CPA services
  • Small business and corporation bookkeeping
  • Crypto tax and accounting
  • IRS tax resolution advisory services

 

Our Clients’ Success Stories Speak for Themselves

From simplifying tax matters to strategic financial planning, our clients’ words reflect the value we bring.

Frequently

Asked Questions!

How long should I retain my financial records?

You should keep your financial and tax records for at least three years as the IRS typically has three years to examine your records.

How do I check the status of my tax return?

To check the status of your return, go to https://www.irs.gov/refunds and click on “Check My Refund Status.” You will need to provide personal information to verify who you are before you can view the status of your tax refund.

What should I bring to my first tax consultation?

If you are individual tax payer, bring at least two years of tax returns. If you are a corporation or a small business, you should bring at least three years of tax returns as well as three years of financial statements. Likewise, whether you are an individual or corporation, you should bring any documents you wish us to review and advise you on.

I’m a sole proprietor, do I really need a CPA?

It depends. If a sole proprietor is not used to keeping track of their time, maintaining a set of books, and is overwhelmed with the taxation of sole proprietors (as well as setting aside funds for taxes), then this would be the opportunity to reach out to an accountant.

How often should I talk to my accountant?

It depends. For individuals, at least once per year, usually in the third quarter, is the best time to reach out to your accountant. For corporate clients, at least two times per year. Some individuals and corporations may need to see their accountant more as unique tax situations arise throughout the year.

How much does an accountant cost?

This is a common question we receive. Every accountant has their own method of billing clients. We recommend that rather looking at cost only, you should evaluate the services an accountant offers and determine if there is value in those services. Our practice employs a hybrid of fixed fee and value-based billing.