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Tax Assessment 

Rachel Michaelov in a Blue Dress CEO of Practice Wealth Partners

Rachel Michaelov

How the Process Works 

What is the Tax Assessment?

A comprehensive review of your financial records and tax returns to evaluate your tax liability, identify strategic deductions, or resolve an IRS notice. 

 

  • Initial Discovery: Reviewing your past tax returns, income sources, and current financial documents.

  • Liability & Strategy Evaluation: Analyzing your data to calculate what you owe or to find legal ways to lower future taxes.

     

Practice Wealth Partners Tax Assessment - Process

Why Get an Assessment?

  • Proactive Planning: Uncovering missed deductions or structuring business and personal income efficiently.

  • Audit Defense: CPAs possess unlimited representation rights to address government tax discrepancies or notices on your behalf.

  • Complex Filings: Managing multi-state income, self-employment, or investment portfolios.

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