Tax Services
In order to better serve our clients and provide unparalleled service and the ultimate client experience, Sky Box Asset Management has partnered with Gradient Tax, LLC. Gradient Tax is an independent, privately-owned tax planning, preparation and filing firm. They serve individuals as well as business owners and are devoted to providing professional expertise and service. Sky Box Asset Management in conjunction with Gradient Tax offers an array of advanced tax planning services encompassing: tax preparation and filing, prior year tax return reviews, Roth IRA conversion analysis, and advanced tax planning services. We have professionals experienced in all matters of accounting and taxation and maintain strict professional standards. Our partnership with Gradient Tax enables us to pride ourselves on quality, responsive service, proactive tax and retirement planning. Our specialized staff spells the difference between our firm and the rest. Sky Box Asset Management strives to continually offer our clients with the best service and solutions available.
Our Services Include
Tax Preparation & Filing Services
- Our team of CPAs and tax professionals will prepare and file your income tax return with the highest level of professionalism and service in the industry.
- We will assist you in providing a proactive tax plan, pointing out opportunities to lower your future tax burden.
- We will provide you with professional delivery tools pointing out tax reduction opportunities, while providing insurance and investment opportunities.
Prior Year Income Tax Review (2nd Opinion)
- Did you know that over 80 % of tax returns have errors on them?
- Our team of CPAs will conduct a comprehensive review of your prior year tax return to uncover errors, missed deductions, and overlooked tax credits.
- Our CPAs will provide you with a "Personalized Tax Reductions Report" providing a proactive tax plan while simultaneously highlighting insurance and investment sales opportunities.
Roth IRA Conversion Analysis:
- Converting to a Roth IRA is absolutely a tax decision!
- Our team of CPAs will analyze your qualified retirement plan holdings and help you answer the most vital financial question "should I convert to a Roth IRA?"
- Our CPAs will provide the tax expertise necessary to avoid potential pitfalls while guiding you through the process in the most tax efficient manner possible.
Additional services and tools offered include
- Personalized Tax Reduction Report
- 1040 Tax Optimizer
- Roth Conversion Analysis
- Tax Talk Kit
- Top 50 Overlooked Tax Deductions
- Top Overlooked Tax Credits
- 2010 Tax Planning Card
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