Cherokee Tax Group was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and planning their own tax outcomes long term. Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, Rita, even local.
Our firm offers superior client services and consulting to individuals, professionals, and small/mid-size businesses in:
Tax Planning Services
Roth IRA Conversion Strategies
Social Security Taxation Reduction Strategies
Charitable Tax Planning Strategies
Small Business Strategy Development
FREE TAX REVIEW
People often have a hard time understanding or believing the amount of tax savings they can achieve with simple, coordinated planning. By helping them see the possible end result of our ideas and concepts, they are much more likely to understand and take action on effective solutions. We use their tax return as a visual tool. When our clients compare this year’s tax return to their next year’s “what if” tax return (showing the effect of our planning) it is then easy for them to make an informed, educated decision that saves them money.
Our process is simple and costs a potential client nothing for our firm to review their finances and identify potential tax savings and income growth areas. One of the secrets to our success is being a careful and thoughtful custodian of our client’s documents. We never make assumptions. We act as financial tax detectives examining the client’s previous tax returns (2 years preferred).
Following a review, we schedule a 1 hour FREE consultation to review our tax savings discoveries and discuss our recommended tax savings plan. The client chooses what, if any strategies they choose to implement, with no obligation!