Business Details
Trusted Tax Planning & Compliance Solutions in Roswell, GA
At iTxRe, we are redefining what it means to be a CPA firm by prioritizing simplicity and proactive client engagement. Our team specializes in income tax returns, strategic tax planning, and financial compliance, ensuring clients are informed and prepared year-round. With decades of combined experience, our professionals bring technical precision and personalized attention to high-net-worth individuals and business owners. We leverage automation and custom tax modeling to minimize surprises and maximize savings, while maintaining strict adherence to data security and ethical standards.Our team includes certified CPAs and Enrolled Agents who stay current with evolving tax codes to deliver accurate, compliant solutions. We pride ourselves on transparency, clear communication, and a client-first philosophy that extends from onboarding to final filings. By aligning our services with both immediate needs and long-term financial goals, we aim to transform tax compliance into a strategic advantage for our clients.
Services
Tax Preparation
Strategic Tax Planning
Tax Modeling
Compliance Consulting
Client Advisory Services
Highlights and features
- Our team includes CPAs with over 30 years of combined experience in tax strategy.
- We offer proactive tax modeling to anticipate and address financial changes.
- Personalized strategies align with individual and business financial goals.
- Automated processes ensure accurate, timely filings with minimal client effort.
- Enrolled Agent status authorizes federal tax representation for complex cases.
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent
Services
Tax Preparation
Our automated, client-centric process ensures accurate income tax return preparation. Leveraging secure data integration and proactive client outreach, we streamline filings for individuals and businesses while maintaining compliance. Experienced CPAs review all submissions to guarantee precision and adherence to current regulations.
Strategic Tax Planning
Custom tax models help clients anticipate liabilities and optimize savings. We analyze financial landscapes to create proactive plans that align with both immediate needs and long-term wealth growth objectives for high-net-worth individuals and business owners.
Tax Modeling
We develop dynamic tax models that simulate potential financial scenarios. This forward-looking approach helps clients understand tax impacts of life changes, investments, or business decisions before they occur, enabling informed strategic choices.
Compliance Consulting
Our experts provide guidance on complex tax compliance matters. From corporate taxation to individual reporting requirements, we ensure clients meet all legal obligations while identifying opportunities for legitimate liability reduction.
Client Advisory Services
Beyond filings, we offer continuous advisory support for tax-related decisions. Our team delivers personalized recommendations on deductions, credits, and planning opportunities tailored to each client's unique circumstances and financial aspirations.
People
Seth
Head Bean Counter/Managing Partner
Next-generation CPA with specialized expertise in minimizing tax liabilities for high-net-worth individuals and business owners. Combines proactive planning with personalized service to simplify complex tax compliance.
Katy White
Senior Tax Manager
Licensed CPA with 30+ years in public accounting, specializing in small businesses and medical practices. Holds advanced degrees from UConn and University of Hartford. Active CTCPA and AICPA member.
John
Senior Client Manager
Corporate tax specialist with 20+ years of experience across Fortune 500 firms and public accounting. Expertise in complex tax environments and strategic planning for businesses and individuals.
Marissa Payne Smith
Senior Client Manager
15-year tax planning veteran focused on strategic solutions that balance compliance with financial growth. Known for client-focused approach and expertise in complex tax matters for individuals and businesses.
Marc Lorme
Senior Tax Preparer
Enrolled Agent with nearly two decades of tax preparation experience. Specializes in individual, business, and estate tax matters with ongoing education to maintain expertise in evolving tax codes.
Questions
What services do you specialize in?
We focus on tax preparation, strategic tax planning, compliance consulting, and financial advisory services for individuals and businesses.
How do you simplify tax processes?
Our automated systems and proactive outreach streamline information gathering, while tax modeling helps anticipate and address issues before filing season.
What is tax modeling?
Tax modeling is a forward-looking analysis that simulates various financial scenarios to help you understand potential tax impacts of life changes or business decisions.
Do you work with all business types?
We primarily serve high-net-worth individuals and businesses, including medical practices and small enterprises, across various industries.
How do you ensure data security?
We implement technical safeguards to protect personal information and maintain strict confidentiality policies for all client communications and data.
