ProtecTAX by
cole cares

Tax Preparation & Tax Planning Services

​

Smart Tax Filing. Strategic Tax Planning. Year-Round Peace of Mind.

At ProtecTAX by ColeCares, taxes aren’t just something you file once a year — they’re something you plan for strategically. Whether you need accurate tax preparation or proactive tax planning to reduce future liability, we help individuals, families, and business owners make confident, informed financial decisions.

Our approach combines compliance, strategy, and education so you always understand what’s happening, why it matters, and how it protects your financial future.

Tax Preparation Services

Accurate. Compliant. Stress-Free.

We prepare federal and state tax returns with precision and care, ensuring every deduction, credit, and reporting requirement is handled correctly so you stay compliant and maximize your refund or minimize what you owe.

We prepare returns for:

• Individuals and families

• Self-employed individuals and gig workers

• Small business owners (Schedule C)

• Independent contractors and freelancers

• Multi-state filers

• First-time filers

• Prior-year and amended returns

What you can expect:

• Thorough review of income, deductions, and credits

• Compliance-focused preparation aligned with IRS and state regulations

• Clear explanations without confusing tax jargon

• Secure handling of sensitive financial information

• Electronic filing for faster processing

We don’t rush your return — we do it right.

Tax Planning & Strategy Services

Plan Ahead. Pay Less. Stay Protected.

Tax planning is where long-term savings are created. Instead of reacting at tax time, we help you plan throughout the year to reduce tax liability, avoid surprises, and align your tax strategy with your financial goals.

Tax planning services may include:

• Income and withholding optimization

• Self-employment and small business tax strategies

• Entity selection guidance (sole proprietor, LLC, etc.)

• Retirement planning strategies (IRA, Roth IRA, SEP, and more)

• Deduction and credit forecasting

• Expense tracking and record-keeping strategies

• Planning for life changes such as marriage, divorce, new dependents, new businesses, or home purchases

Each tax plan is customized because no two financial situations are the same.

Who We Help

• W-2 employees who want to stop overpaying taxes

• Entrepreneurs and side-hustlers seeking clarity and organization

• Families planning for long-term financial stability

• Clients who want education, not just a tax return

• Individuals looking for a long-term tax partner, not a one-time service

Why Choose ProtecTAX by ColeCares

We don’t just prepare taxes — we help protect your future.

• Year-round support and guidance

• Education-first approach

• Compliance-driven and audit-aware practices

• Transparent communication and expectations

• Personalized service, not cookie-cutter filings

You’ll always know where you stand and what your next steps are.

Ready to Get Started?

Whether you need tax preparation, tax planning, or both, we’re here to help you move forward with clarity and confidence.

Schedule a consultation today to get started.

Disclaimer

Tax services are provided in accordance with applicable federal and state regulations. Information provided is for educational purposes only and does not constitute legal advice.

Reach OUT

2Cole4U2C