TotalWealthGroup

Tax Accountants in Santa Monica, CA

If you’re seeking dependable tax accounting services in Santa Monica, we’re here for you with our expert team at The Total Wealth Group. We’re ready to help you based on your individual or business tax situation, giving you a fully tailored solution that can maintain compliance and avoid potential taxation issues.

The Advantages of Our Santa Monica Tax Accounting Solutions

At The Total Wealth Group, we offer comprehensive tax accounting services in Santa Monica that offer several unique benefits. These advantages include the following to help us stand out from other Santa Monica tax accounting firms:

 

Fully Personalized Solutions

 

We know that there isn’t a cookie-cutter solution when it comes to tax accounting. We’ll help you with a custom solution that covers key areas, such as:

  • Income tax
  • Local, state, and federal taxation
  • Business tax
  • IRS audit representation
  • Estate and trust taxes

 

Our team understands that these taxation areas can be complex to navigate, making compliance a challenge in many cases, especially if you’re focusing on growing your business. Leave it to us to manage all of your taxes while you can spend more time doing what you do best.

 

Three Tiers of Service With Fixed Rates

 

Because we know that everyone’s tax accounting needs vary, we give our clients three main options to help personalize their services:

 

  • Basic: Get tax preparation, account reconciliation, and advice with this service tier.
  • Standard: If you have more taxation needs, you might opt for this service tier, which offers everything in our Basic tier plus payroll assistance.
  • Complete: Need full-scale bookkeeping services to cover your business or individual accounting needs? Get these with our Complete tier in addition to everything included with the first two tiers. 

 

All of our tiers come with a flat rate to keep costs consistently predictable. You can also easily change tiers as your business or individual needs change over time, keeping our services convenient and scalable. 

 

An Easy-to-Use Website Platform

 

Keep track of your workflows with real-time data on a convenient, highly accessible platform. You’ll never be in the dark regarding your tax situation with our platform allowing consistent monitoring. As your situation changes, so will the platform’s dashboard as we work to keep you up to date at all times.

 

The platform is also sufficiently secured to prevent sensitive data leaks or other cybersecurity issues, giving you peace of mind when integrating your tax data onto our website.

Income Tax

Need help preparing income taxes? We’ll keep this process simple while maintaining compliance and working to maximize deductions.

Income Tax

Stay on top of all records and never worry about your books with the help of our comprehensive bookkeeping services.

Trust and Estate Taxes

Whether you need some help with fiduciary trust taxes or want to implement a trust to minimize estate taxes, we’re here for you.

Trust and Estate Taxes

Stay on top of all records and never worry about your books with the help of our comprehensive bookkeeping services.

IRS Tax Audit Representation

IRS Tax Audit Representation

It’s no fun when the IRS conducts an audit, but we’ll ease the pain of this process through effective representation, ensuring consistent compliance throughout.

Local, State, and Federal Tax

Local, State, and Federal Tax

We’ll also help you with taxes at every level, from local to federal. We understand the different regulations that you may need to comply with at all times, preventing potential noncompliance issues.

Expat Taxation

Expat Taxation

Dealing with international taxes as a business or individual? This is another area where we can help, keeping you focused on what matters at home.

Through all of these services, you can rest assured that you’ll stay compliant and risk-free while focusing on expanding your business.

What Sets Us Apart With Our Tax Accounting Services in Santa Monica

Every service we provide for our clients helps meet their individual needs. Our business model helps us achieve this, with the following elements ensuring our clients remain consistently happy with our Santa Monica tax accountants. 

Flat Monthly Fees

To prevent any potentially unpleasant surprises from impacting our clients, we offer a fixed monthly rate for all of our services. You’ll only pay what you can expect to pay based on the tier you’ve selected, which brings us to the next advantage of our business model.

Flexible Solutions

Depending on our clients’ requirements, they can select from one of three different service tiers. Our Basic tier includes plenty of solutions for tax preparation, advice, and account reconciliation, while the upper tiers offer additional services like payroll and bookkeeping management.

If you want to change your service tier, we make it easy to do so, helping you scale as needed.

Reach Out to Our Santa Monica Tax Accounting Firm

Want to get the solution that will work best for you based on your taxation needs? Look no further than The Total Wealth Group for fully tailored services. We’re ready to develop a unique solution that takes your unique requirements into account, helping you maintain compliance with effective tax preparation and planning.

 

If you would like to speak with one of our experts about a potential solution as an individual or business owner, contact us online today, and we’ll put you in touch with a member of our team.

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