The Planer Group

Much of the anxiety that comes with financial and tax matters is a result of not knowing.

Here, you will find some of the most common questions or concerns regarding tax and financial matters. Click on the linked answers to get The Planer Group contact information. We are happy to answer any other questions.

• What forms do I need to prepare my income tax return?

The answer depends on your particular tax situation, but in general, most individuals will have a W-2 or 1099 form, which will report their income. Other forms include mortgage interest or student loan interest statements. Contact us for further information.

• How much does it cost to have my taxes prepared?

The cost of tax preparation depends on a number of factors including, whether or not you itemize, or the number of schedules prepared. Calling a certified tax professional can give you  a more detailed answer to your question.

• Is it possible to have a levy removed?

Levies can be removed by contacting the Internal Revenue Service and providing them with specific information. Every case is different and you should contact a tax professional to assist you.

• Can you represent me in an audit if you did not prepare my tax retrun?

Yes it is possible. We can represent you in audit, whether a face to face audit, or a desk top audit, even if we did not prepare your tax return. Contact us for a free quote based on your particular situation.