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Tax Preparation & Planning Services

Tax Accountants in Alaska

Testimonials

“Country Foods Grocery, Inc. has relied on Altman Rogers for our Accounting needs since 2008. Joe Moore and the rest of the team have consistently provided us with prompt, courteous and professional service and counsel. I would whole heartedly recommend the Altman Rogers team to anyone in need of accounting or tax services.”

Dustin Steinbeck, President

Taxpayers We Help

Team Leadership

Tax Preparation & Planning Services

As Alaska’s premier locally-owned CPA firm, Altman, Rogers & Co. is renowned for its exceptional tax services. With expertise in individual, business, estate, and gift taxes, no matter the issue, we are the tax professionals you need. We love what we do, and it is our pleasure to utilize that passion to serve our clients.

Through strategic planning and comprehensive, up-to-date knowledge on ever-changing regulations, our goal is to maximize your tax savings. We pride ourselves on providing pragmatic, actionable advice to ensure you realize and retain the most from your hard work.

The Altman Rogers team is comprised of eight (8) Certified Public Accountants with combined experience of over one hundred sixty (160) years, plus a cadre of highly trained senior preparers with over forty (40) years of experience. All this experience is augmented by a minimum of forty (40) hours of annual continuing professional education that each individual is required to complete. As members of the American Institute of Certified Professional Accountants (AICPA), we are accountable to the stringent Statements on Standards for Tax Services (SSTSs); we pride ourselves on consistently exceeding these high standards to provide our clients unsurpassed service.

At Altman, Rogers & Co., our clients are our family- we truly care and work hard to ensure we provide you with the best possible results. Our team of tax experts is ready to serve you!

Altman Rogers & Co Alaska accounting firm photo

Current Hot Topic

Child Tax Credit

♦ ♦ ♦ Significant Changes and Items to Note ♦ ♦ ♦

Amount and Eligibility:

  • The credit amount is increased to $3,600 per child (ages 0-5) and $3,000 per child (ages 6-17). Previously, the credit was $2,000 per child.
  • The maximum age for a qualifying child has been increased from 16 to 17 (age as of December 31, 2021).

Advance Payments:

  • Beginning in summer 2021, eligible taxpayers will receive monthly advance payments of their projected 2021 Child Tax Credit. The total paid from July- December 2021 will be 50% of the total estimated credit for 2021.
    • For example, if an eligible taxpayer has two children, ages 3 and 12, the total estimated credit will be $6,600 ($3,600 for the 3 year-old + $3,000 for the 12 year-old). From July- December, the taxpayer will receive monthly payments of $550 ($6,600 * 50% = $3,300/ 6 months = $500).
  • Taxpayers can unenroll and manage the advance payments by clicking here.
  • Advance payments must be reported on the taxpayer’s 2021 tax return.
    • Any remaining Child Tax Credit to which the taxpayer is entitled will be credited to the return.
    • If the total amount of advance Child Tax Credit payments exceeds the amount of Child Tax Credit that can properly be claimed, the taxpayer may need to repay to the IRS some or all of the excess payment.
  • In January 2022, the IRS will issue Letter 6419 to provide the total amount of advance Child Tax Credit payments that were disbursed to each taxpayer during 2021. Please provide this letter to us when you submit your tax records.

Services We Provide

Included in the services we provide, we offer additional services such as projections, budgets and goals, retirement planning, business planning, business expansion, cash flow analysis, real estate sales and acquisitions, lease-buy decisions, inventory control systems, and remote controller services (through our Client Accounting Services Department).

When it comes to both individual and business taxes, being proactive can result in substantial savings. Taking the time to know our clients and their specific tax situations allows the Altman Rogers’ team to recognize savings opportunities and provide tailored solutions to minimize clients’ tax liabilities. Strategically structuring both recurring and milestone income streams can bolster cash flow and mitigate issues, such as tax bracket jump, while ensuring full-advantage of current regulations is taken. Our insights into critical tax issues can help you prepare and plan for optimal results.

Did you know that there are over 800 U.S. tax forms and schedules due across a myriad of deadlines? This does not even factor in state filing obligations. With new reporting requirements arising each year, determining which forms and deadlines are applicable to you can be a complicated process. Our experts remain abreast of and adhere to the latest standards and regulations in order to ensure our clients are in compliance and provided with the highest level of quality.

The tax world is ever changing. The past few years have been witness to the most comprehensive tax overhauls in decades. With a constant flow of new and revised regulations, having proficient, knowledgeable professionals to help navigate them is a must.

When you are considering a change, whether it be as simple as taking a retirement distribution or purchasing a new piece of equipment for your business, or a major life-altering shift, let us help you determine the tax impact and maximize your savings by taking advantage of the opportunities available under current law. We infuse innovation with our strong technical foundation to mitigate tax risk and create measurable results for you. We are your go-to tax team to ensure compliance and amplify the outcome.

Dealing with tax authorities can be a stressful experience. Allow us to alleviate the anxiety of such situations. Altman, Rogers & Co. can help resolve issues relating to federal and state tax notices, inquiries, and audits. Our experienced professionals will guide you through the entire process. From ensuring that you understand the issue at hand, to corresponding with the authorities and validating that proper substantiation is provided, to educating you as to your options, to representing you during an appeal, we will take care of you.

How Can We Help You?

Developing relationships with our clients and understanding their unique situations are imperative to ensuring that we provide the level of service for which Altman, Rogers & Co. is known. Our first step in this process is meeting with the client. Whether the preference is in-person meetings, completely virtual interactions, or a mixture of face-to-face and electronic, we have the technology and flexibility to meet the client’s needs.

Once we know the basics, we will delve into specifics by reviewing tax documents and prior year return(s). We discuss any major changes that may have occurred over the past year, as it is important that we are aware of and understand any anomalies or unusual circumstances that will need to be incorporated into the return and/ or tax plan. Other topics about which we like to confer are planning considerations for the upcoming year and the client’s long-term goals.

As the detailed number-crunching commences, we keep communication flowing with the client. We’ll reach out with additional data requests and any inquiries that may come up and encourage the client to do the same.

Once everything is complete, we review the results with the client and clear up any questions they may have. Throughout the year, we like to stay in contact with the client to remain updated on any changes, ensure that estimated payments and tax projections are still on target, and incorporate legal tax savings strategies into their tax plan.

Preliminary documents/ items* we will request and want to discuss are:

  • Copy of prior year tax return(s)
  • Any IRS notices received within the past year
  • Current year tax documents (Forms W-2, 1099, K-1, etc.)
  • Business financial data and supporting documents (if applicable)
  • Significant changes that occurred during the tax year
  • Anticipated changes for the upcoming tax year
  • Foreign bank accounts, investments, or other foreign assets
  • Virtual currency transactions
  • Economic impact (stimulus) payment(s) received
  • Advance child tax credit payments received

Additional documents and inquiries will be required for completion of the tax return(s) based upon what is provided in the initial list.

Maintaining relationships with our clients is a priority for our tax team. Our clients become like family to us, and we do all we can to take care of them.

Once we have established an understanding of each client’s unique situation, it is essential that we remain abreast of updates and changes to their personal and business positions. Through ongoing conversations and meetings with our clients, we update tax projections, adjust estimated payments as needed, and provide guidance on tax savings strategies that should be considered. This occurs not only during tax season but throughout the year. We work for our clients, not the IRS, and it is important to us that due diligence is performed to provide the clients with the best possible tax outcome.

Long-term client relationships are our goal. Several clients have been working with our preparers for multiple decades. They know they can count on us to provide consistency, stability, dependability, and above all, top-quality service. We take great pride in this and never stop striving to achieve it.

Preliminary documents/ items* we will request and want to discuss are:

  • Any IRS notices received within the past year
  • Current year tax documents (Forms W-2, 1099, K-1, etc.)
  • Business financial data and supporting documents (if applicable)
  • Significant changes that occurred during the tax year
  • Anticipated changes for the upcoming tax year
  • Foreign bank accounts, investments, or other foreign assets
  • Virtual currency transactions
  • Economic impact (stimulus) payment(s) received
  • Advance child tax credit payments received

Additional documents and inquiries will be required for completion of the tax return(s) based upon what is provided in the initial list.

Why Choose Us?

  • Service: Our personal, tailored approach cannot be matched by larger firms or box-store tax preparers.
  • Experience: With over 200 years of combined experience, our tax team has remarkable expertise.
  • Reputation: Our firm is known for providing only the highest quality services. We take great pride in what we do and are committed to helping you succeed.
  • Stability & Dependability: We value and strive for long-term relationships with clients. Several of our clients have been working with our preparers for multiple decades. It is a hassle to switch accountants; when you join the Altman Rogers’ family, you can expect consistency, stability, and dependability for  years to come.
  • Accuracy: The complexity of today’s tax laws can turn filing even seemingly straightforward returns into an onerous task, making it easy to miss deductions and credits to which you are entitled. As the Tax Court reiterates, “tax preparation software is only as good as the information one puts into it”. It is estimated that over 50% of self-prepared returns contain multiple errors. With us, you will have the peace of mind knowing that your returns are accurate and that all available deductions and credits have been considered. All returns go through two levels of review.
  • Integrity: Integrity is the foundation for everything we do. As the recipient of the BBB’s Award for Ethics in Alaska, doing the right thing is always our priority.
  • Streamlined: Our efficient, resourceful tax administrator makes the filing process a breeze.
  • Award-Winning: We are the Best of Alaska Business “Best Accounting Services/ Firm” 2 years running!

Contact us about Tax Preparation & Planning Services in Alaska

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