EQUIPOISE Wealth Management, Inc. has been preparing personal and small business tax returns since 1996. A Certified Financial Planner® licensee reviews all completed returns, so you get the added benefit of tax-saving strategies and opportunities to help minimize your tax liability. Tax Preparation fees are based on the complexity of each tax return. Returns are prepared by a Registered Tax Return Preparer.
Our Guarantee: If a client receives an inquiry from any taxing authority, on a return prepared by EQUIPOISE, at no charge to the client, we research the claim and draft an appropriate response, including any documentation required, for the clients review and signature. The client is responsible for additional taxes due if any. However, if we made an error, any penalties or interest assessed by the taxing authority will be refunded to the client in the form of a service credit toward future tax preparation fees.