Tax Services
Full-Service Tax
We understand that the stress commonly associated with doing taxes can be overwhelming.
This substantial amount of work often falls outside one’s comfort zone, as tax laws are constantly changing and becoming more complex. A lot is at stake, whether one is preparing small business taxes or personal returns.
With more than six decades of tax experience and expertise, Anthony Joseph Pope delivers value when it comes to income, payroll and sales tax issues.
The firm has assisted thousands of clients with their tax returns over the years—from data entry to representation before the IRS—and most of these clients share the same goals:
Maximizing savings and minimizing payments. Ensuring that no penalties are incurred. Avoiding situations where levies are placed on bank accounts. Most importantly, keeping individuals and their businesses off the IRS’ radar.
For all these reasons, it makes sense to seek the advice, guidance, and support of an experienced, trusted professional when it comes to taxes. The team takes the time to review each client’s unique circumstances and deliver customized solutions that put them in the best possible position.
Individual Tax Services
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Tax Returns
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IRS Representation
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Tax-Free and Tax Advantage Investing
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Individual Tax Services • Tax Returns • IRS Representation • Tax-Free and Tax Advantage Investing •
Individual Tax Planning
At Anthony Joseph Pope, the firm takes pride in being a full-service accounting firm that specializes in assisting small businesses with all their tax needs, including income taxes, payroll taxes, and sales taxes. Their tax planning services are conducted throughout the year to ensure the best possible financial outcomes for clients and their businesses.
The firm employs a thorough approach that combines established tax planning fundamentals with cutting-edge technology. They have transitioned to a nearly paperless office and utilize e-filing, ensuring that all client correspondence is secure and password protected.
Typically, the team connects with corporate clients several times a year to anticipate and meet their needs. Additionally, they send out quarterly newsletters featuring a variety of helpful information, tax tips, and tax organizers.
Tax Returns
Working with AJ Pope on tax returns ensures maximum savings and minimal problems when it comes to the IRS.
As a family-owned business, the firm is able to dedicate more time to understanding each client's situation and financial goals, anticipating their needs, answering questions, and ultimately delivering the greatest refund possible. Understanding the ever-changing tax laws is challenging, but as a multi-functional firm that also offers legal and accounting services, AJ Pope is well-positioned to navigate these complexities.
When preparing tax returns, at least two members of the staff review each return to ensure the highest level of quality. They utilize innovative tax programs and e-filing to maximize accuracy, efficiency, and value. Whether accessing or providing information from a desktop, tablet, or smartphone, clients can rest assured that their identity and privacy are safe and secure.
IRS Representation
If someone has been audited or wants to avoid being audited, it is wise to seek the assistance of a trusted professional with a proven track record of helping both businesses and individuals.
AJ Pope has extensive experience representing clients before the IRS, with many cases involving an offer in compromise (OIC), which allows clients to settle their tax debt for less than the full amount owed. The firm will assess each case to determine whether a client is a good candidate for OIC, represent them before the IRS, and work to achieve the lowest possible amount owed.
There are numerous benefits to paying taxes on time, but the firm understands that this doesn’t always happen for various reasons. When audits arise, they can pose a significant risk, including the potential shutdown of a business.
AJ Pope has assisted clients in addressing a variety of issues, including unreported payroll taxes and problems with sales taxes and income taxes.
The firm employs a thorough approach that combines established tax planning fundamentals with cutting-edge technology. They have transitioned to a nearly paperless office and utilize e-filing, ensuring that all client correspondence is secure and password protected.
Typically, the team connects with corporate clients several times a year to anticipate and meet their needs. Additionally, they send out quarterly newsletters featuring a variety of helpful information, tax tips, and tax organizers.
All Tax Services
Income Tax Return Preparation & E-Filing
Personal: (Form 1040, etc.)
Corporate: (Form 1120, 1120S, 1065)
Estate: (Form 1041, 706, 709)
Other Tax Return Preparation & E-Filing
Corporate
Sales Tax (Form ST-1, etc.)
Payroll Tax (Form 940, 941, W2, W3, etc)
Individual & Corporate Tax Planning
Innovative Ways to Reduce Income Taxes
Planning to Minimize Expenses and Federal Estate Taxes
Strategic Use of Life Insurance in Estate Planning
Charitable Giving Strategies
Tax-Free and Tax Advantaged Investing
IRS Representation
Family Business Succession Plans