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"Plans are nothing; planning is everything." Dwight D. Eisenhower


Tax Services

We recognize the challenges of navigating the intricate web of tax laws, whether you're an individual taxpayer or a small business owner. Our comprehensive tax advisory and preparation services cater specifically to small business owners, entrepreneurs, freelance professionals, independent contractors, and gig workers.

Your Trusted Tax Advisory and Preparation Partner

Navigating the intricate landscape of tax laws can be daunting, whether you're an individual taxpayer or a small business owner. At Million Wealth Management, we understand the challenges you face and are here to offer comprehensive tax advisory and preparation services tailored to your unique needs.

The Added Value of an Experienced Financial Advisor

What sets us apart is our commitment to providing comprehensive financial guidance integrating proactive tax planning with financial planning and retirement strategies. With two decades of experience in investments, retirement planning, and tax advisory, we understand the intricacies of the financial world. As an entrepreneur and business owner, we've honed our expertise in tax strategies beneficial to small businesses.

Benefits of Having All-in-One Expertise 

Integrated Approach: With us, you don't just get tax advice—you get comprehensive financial guidance. We understand how tax planning fits into the bigger financial picture.

Tailored Solutions: Your financial goals are unique, and so are our solutions. We tailor our services to align with your objectives, ensuring a personalized approach every step of the way.

Simplified Process: No need to juggle multiple advisors. With us, you have a single point of contact for all your tax and financial needs, streamlining the process and saving you time and effort.

Your Trusted Tax Advisory and Preparation Partner

Get Started Today!

Ready to take control of your tax situation and unlock potential savings? Contact us today to schedule a free consultation. Let us partner with you to navigate the complexities of tax laws and optimize your financial outcomes.

With Million Wealth Management, you gain more than just tax preparation; you gain a partner committed to your financial success and growth.

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Our Services

Tax Preparation: We go beyond simply filling out forms. Our meticulous tax preparation services ensure accuracy and compliance while maximizing deductions and credits.

Proactive Tax Planning: Looking ahead is key. Our proactive tax planning strategies help minimize liabilities and optimize tax outcomes, ensuring that you keep more of your hard-earned money.


What To Expect

Our tax preparation and filing services are structured to ensure transparency and efficiency in managing your tax affairs.

Minimum Fee: Our minimum fee for preparing and filing your return is $250, inclusive of completing and filing your federal return and one state return. The final fee is contingent upon the complexity of your return, which may be influenced by various factors such as additional state returns, rental property ownership, small business ownership, real estate transactions, high volume of capital gain or loss transactions, partnership or trust interests, ownership of foreign assets or bank accounts, and errors in your previous return(s).

Initial Diligence Meeting: Before commencing any work, we conduct an initial diligence meeting with you to gather necessary facts and information for your return preparation. Following this meeting, we provide you with our tax organizer and engagement letter, along with an estimated fee and anticipated completion date. This initial meeting is complimentary, and you are under no obligation to engage our services.

Engagement Letter and Invoice: Upon signing the engagement letter, you will receive an invoice detailing the estimated amount. While a minimum of half is expected upfront, we understand that larger projects or scopes of work, such as multiple returns, amendments, or bringing your business into compliance with multiple years of returns, may require customized payment terms. The remaining balance is due upon completion before your return is e-filed. For IRS refunds, the remaining half can be paid from your refund, providing you with flexibility and convenience in managing your financial obligations.

Electronic Filing: All returns are filed electronically unless otherwise instructed by the IRS for past year returns or amendments.

Additional Services: For bookkeeping, payroll, sales tax assistance, or representation before the IRS/State Tax Commissions, we can refer you to trusted legal and/or accounting professionals from our extensive network. With over twenty years of experience, we have meticulously cultivated partnerships to provide comprehensive solutions unmatched by other advisors. We won't refer to anyone that we have not personally vetted and are qualified to provide you with actionable solutions.

Proactive Tax Planning: At Million Wealth Management, we don't just prepare your taxes; we strategize and implement proactive tax plans for the following year. As your business grows, should you outgrow our services, we will guide you to professionals who can maximize your tax savings, foster business growth, and help create your legacy.

Ready to take control of your financial future?

Contact us today to schedule a consultation with our experienced financial advisor. Let us be your partner in navigating the complexities of tax laws and optimizing your financial outcomes.

Schedule a Call

You can check your refund status, make payments, and get your tax records at IRS.gov