AIS TAX AND FINANCIAL LLC. | Port Charlotte, FL

  • Total Hires: 39 times
  • Service Area: Port Charlotte, FL
  • Team Size: 4 employees
  • Business Duration: 14 years
AIS TAX AND FINANCIAL LLC.

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Credit Card
  • PayPal
  • Square Cash App

Services Offered

Service needed

  • Annual tax filing
  • Quarterly tax filing
  • Other tax consultation

Filing status

  • Sole proprietorship
  • S-Corp
  • Partnership
  • C-Corp / Corporation
  • Tax-exempt

Annual revenue

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

We provide excellent customer service at about 1/2 of our commercial competitors, and CPA firms. I am an Enrolled Agent with the IRS (an EA is the equivalent to a CPA in taxation). I have over 20 years experience in the field of taxation. My specialty is small business, rentals, investment transactions, and personal deductions. At AIS we keep our fees fair, reasonable, and consistent. We don't charge an initial low fee just to get you in the door, and then raise the fee much higher in future years. We maintain a consistent range, and we don't nickle and dime our clients for every little tax form. We seek long term clients that appreciate the services of a year round tax adviser.

Helping people save in income taxes, and income tax planning. We love it when we get clients from our national competitors and we can save them in tax preparation fees. Your taxes are done in the privacy of an office, and not in some cubicle where others can hear all about your sensitive financial information. If you can't get to our office....we can do tax return(s) remotely.

We can do anyone's taxes in the country, and we can do the state tax return also. CPAs can only sign state returns in their licensed state. EAs can do any state tax return. If you send us your email we will send you a link to upload your information to our secure encrypted portal. From there we would call you with questions and to go over the results. Once you review your taxes, and give us the OK we would then efile. Then we will mail you the hard copies of the tax return with our required signatures. Simple and easy on you. Plus you get a pro you can contact during the year with tax questions....with no additional charges!

AIS....Assurance, Integrity, and Sensibility....why wouldn't you want that?

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Charles Cash
    • Completed on 6/18/2021

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