Effortless Tax
Solutions
for U.S. Individuals

Personal Tax Planning

Optimize your tax strategy to minimize liabilities and maximize savings.

Self-Assessment Support:

Simplify tax filing with our expert guidance for accurate and timely submissions.

Estate and Gift Tax Planning:

Protect your legacy with smart tax-saving strategies for wealth transfer.

IRS Audit Assistance:

Navigate audits confidently with our experienced team by your side.

Personal Tax Planning

Customized services for partnerships, LLPs, and sole traders.

Personal Tax Planning Made Simple:

Tailor your tax strategy with expert advice that helps you save more and stay fully compliant with IRS regulations.

Why Choose Benifacts
  • Custom Tax Solutions: Personalized strategies to fit your financial goals.
  • Proactive Support: Year-round guidance to help you avoid surprises.
  • Expert Knowledge: In-depth understanding of U.S. tax laws and credits.
Our Approach
  • Initial Assessment: We evaluate your income, deductions, and savings goals.
  • Tax Optimization: Identify opportunities for deductions and credits.
  • Accurate Filing: Ensure precise tax filings to avoid penalties.
  • Continuous Monitoring: Adjust strategies to align with changing tax laws.
Personal Tax Planning Services
Tax Minimization Strategies

Expert guidance to reduce your tax liability while staying compliant.

Income and Capital Gains Tax Planning

Optimize your income and investment returns through effective tax strategies.

Estate and Gift Tax Planning

Protect your wealth for the next generation with careful tax planning.

Year-Round Tax Guidance

Comprehensive support for accurate and timely year-round filing.

Self-Assessment Support

Filing taxes doesn’t have to be stressful. Let us take the complexity out of your hands with our streamlined self-assessment service.

Why Choose Benifacts
  • Stress-Free Filing: Simplified processes for accurate returns.
  • Timely Compliance: Meet all IRS deadlines with ease.
  • Tailored Solutions: Guidance customized for your financial situation.
  • Post-Filing Support: Assistance with any IRS queries after submission.
Our Approach
  • Document Collection: Gather income and deduction records.
  • Tax Calculations: Ensure accuracy and identify savings.
  • Filing Support: Submit returns accurately and on time.
  • Follow-Up Assistance: Address any post-filing concerns with the IRS.
Self-Assessment Tax Support Services
Income Review

Analyze income from all sources (W-2s, 1099s, investments, etc.).

Tax Calculation

Accurately calculate your owed taxes or refunds, with clear breakdowns of tax credits and deductions.

Deductions Guidance

Help you identify eligible tax deductions and credits to minimize liability.

IRS Filing

Ensure your federal and state tax returns are filed on time and in compliance with regulations.

Post-Submission Support

Provide assistance with IRS queries, amendments, or follow-ups after submission.

Estate Tax Planning: Securing Your Legacy

Secure your financial legacy for future generations with tax-efficient estate planning.

Why Choose Benifacts
  • Specialized Expertise: Deep understanding of federal and state estate tax laws.
  • Wealth Protection: Safeguard your assets with strategic planning.
  • Family-Oriented Solutions: Ensure tax-efficient wealth transfer to loved ones.
Our Approach
  • Estate Valuation: Accurate assessment of assets and tax liabilities.
  • Gifting Strategies:  Tax-efficient plans for lifetime wealth transfer.
  • Trusts and Wills: Secure and customized asset distribution.
  • Tax Compliance: Regular updates to meet evolving tax laws.
Inheritance Tax Services
Estate Valuation

Accurately determine the value of your assets and tax liabilities.

Trust Creation and Management

Establish trusts that allow for tax-efficient asset transfers to beneficiaries.

Lifetime Gifting Strategies

Reduce your estate’s taxable value through planned gifting.

Family Business Succession Planning

Optimize ownership transitions for family-run businesses.

Tax-Efficient Will Drafting

Ensure your will maximizes wealth distribution while minimizing taxes.

IRS Audit Support

Facing an IRS audit can be overwhelming, but our experienced team is here to help you navigate the process smoothly.

Why Choose Benifacts
  • Audit Expertise: Skilled in handling IRS inquiries and resolving discrepancies.
  • Comprehensive Support: From documentation to representation, we’ve got you covered.
  • Post-Audit Strategies: Implement practices to minimize the risk of future audits.
Our Approach
  • Assessment & Preparation: Review financial records and identify issues.
  • IRS Communication: Handle all correspondence with the IRS on your behalf.
  • Audit Resolution: Resolve disputes and ensure compliance.
  • Future Audit Prevention: Develop strategies to reduce risks moving forward.
Inheritance Tax Services
Audit Preparation

End-to-end assistance in gathering, organizing, and reviewing financial records for IRS audits.

IRS Representation

We represent you in all communications and meetings with the IRS, acting as your advocate.

Tax Discrepancy Resolution

Identification and correction of discrepancies to avoid penalties.

Penalty Mitigation

Guidance on minimizing or eliminating penalties resulting from the audit.

Post-Audit Compliance

Continuous support to ensure ongoing compliance and prevent future audits.

Frequently asked questions

Everything you need to know about the product and billing.

Personal tax planning helps you minimize tax liabilities while ensuring compliance with IRS regulations, saving you money.

Yes, we assist in filing past-due tax returns and negotiating penalties.

We explore deductions, investment credits, and retirement savings options tailored to your financial situation.

We offer strategies such as trust creation, gifting, and succession planning to reduce estate tax liabilities.

Common triggers include large deductions, discrepancies, and random selection. Our proactive planning minimizes audit risks.

Yes, we offer continuous guidance and tax planning to ensure you’re prepared year-round.

We handle documentation, calculations, and IRS submissions, ensuring accuracy and compliance.

Our services include document preparation, IRS representation, and resolution of audit discrepancies.

Absolutely. We’ll provide strategies to reduce taxes on investment income and capital gains.

Lifetime gifting reduces the taxable value of your estate while allowing you to support loved ones financially.

Connect with Benifacts

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