More than just Tax Advisors

Welcome to Uhart Tax & Financial, a place where your success is at the heart of everything we do.  We understand that your financial journey is as unique as you are. With our holistic approach, we're not just addressing your immediate tax needs; we're shaping a comprehensive strategy for your long-term financial goals, retirement plans, and estate considerations, all while ensuring you are never alone in this pursuit.

Terms and Conditions as of 1/15/2024

SERVICES

 

Telephone Support Calls: This involves providing clients with access to professional support via telephone. Clients can ask questions, seek clarification on financial matters, and get guidance on various financial issues.

Benefit: Clients can receive real-time assistance, clarification, and advice on financial decisions. This service is convenient, allowing clients to address concerns without the need for an in-person appointment.

 

Withholding Analysis: Analyzing and optimizing the amount of money withheld from a client's paycheck for taxes. This involves reviewing tax withholding forms and ensuring that the right amount is withheld to avoid overpaying or underpaying taxes.

Benefit: Proper withholding helps clients manage their cash flow effectively, ensuring they neither owe a large sum at tax time nor overpay throughout the year. It can lead to a more accurate tax liability and potentially result in a tax refund.

 

Estimated Tax Due Date Reminders: Receive reminders before each quarterly estimated tax payment is due. Regardless if you are mailing a check or you have automated payments set up.

Benefit: Helps clients never miss a payment and ensure the money is in the bank for automated payments.

 

IRS Letter Response Assistance: Assisting clients in responding to letters or notices from the IRS. This may involve explaining the content of the letter, gathering necessary documents, and drafting a response on behalf of the client.

Benefit: Helps clients navigate complex IRS communications, address potential issues promptly, and maintain compliance, minimizing the risk of penalties or legal complications.

 

IRS Audit Assistance: Providing support and guidance in the event of an IRS audit. This includes helping clients prepare documentation, responding to IRS inquiries, and representing them during the audit process.

Benefit: Offers peace of mind and professional expertise to navigate the audit process, ensuring clients are well-prepared and have the best chance of a favorable outcome.

 

Tax Accounting Monitoring: This service involves obtaining client authorization to access and monitor their IRS tax account in real time, enabling professionals to promptly detect and respond to notices, audits, or any changes.

Benefit: Provides a proactive and vigilant approach to safeguarding a client's tax health, ensuring they are well-prepared and informed about their IRS interactions. Quick detection of IRS notifications for immediate action. Swiftly address potential issues, reducing the risk of penalties. Stay prepared for potential audits with early awareness. Facilitate quick responses to IRS inquiries or requests.

 

Annual Tax Planning Review: Conducting a comprehensive review of a client's financial situation to identify tax planning opportunities. This includes evaluating income, deductions, credits, and potential changes in tax laws.

Benefit: Helps clients proactively plan their finances to minimize tax liability, take advantage of available tax incentives, and optimize their overall financial strategy.

 

Tax Review Strategy Check-in: Regular check-ins to assess and adjust tax strategies based on changes in the client's financial situation, tax laws, or personal goals.

Benefit: Ensures that the tax strategy remains aligned with the client's evolving circumstances, helping them adapt and optimize their financial plan.

 

Dependent Strategies: Developing and implementing strategies related to dependents, such as tax credits, deductions, and educational benefits.

Benefit: Maximizes tax benefits related to dependents, including potential credits and deductions, helping clients optimize their tax situation.

 

Goal and Action Plan: Collaboratively setting financial goals with the client and creating a detailed action plan to achieve those goals.

Benefit: Provides a roadmap for clients to work towards their financial objectives, ensuring a clear path to success.

 

Beneficiary/Asset Title Audit: Reviewing and ensuring that the beneficiaries and titles associated with a client's assets are accurately recorded and aligned with their wishes.

Benefit: Helps prevent issues related to asset distribution and inheritance, ensuring that the client's intentions are reflected in legal documentation.

 

Retirement Planning Review: Evaluating a client's current retirement plan, including savings, investments, and projected income, and making adjustments as needed.

Benefit: Ensures that clients are on track to meet their retirement goals, taking into account changes in lifestyle, financial markets, and retirement needs.

 

Estate and Trust Planning Strategy: Developing a comprehensive strategy for the distribution of assets through estate planning and trusts, considering tax implications and the client's wishes.

Benefit: A well-crafted plan helps minimize estate taxes, ensures smooth asset distribution, and provides for the client's heirs according to their preferences.

 

Tax-Related Identity Theft Assistance: This service involves providing support and assistance to clients who have fallen victim to tax-related identity theft. It includes helping them navigate the resolution process with tax authorities and reclaim their identity.

Benefits: This service is designed to alleviate the stress and financial impact of tax-related identity theft by providing expert guidance and support throughout the resolution process. It ensures that clients can recover their financial identity and take proactive measures to prevent future incidents.