Tax Strategy & Preparation For
Individuals & Small Businesses
Civita Tax Solutions specializes in helping individuals and small business owners significantly reduce their tax burdens. We ensure that our clients are in full control of their financial growth with tailored tax-saving strategies.
About Us
We Help Individuals and Small Business Owners
Reduce Their Tax Bill Legally
Taxes are Americans largest single expense. The average American will spend between 25% to 35% of their lives working to pay taxes. You may think that you have no choice about how much tax you pay, but, that's not true. You just don't have a firm understanding of the U.S. tax laws. How could you? There are over 6,000 pages of laws written and they grow every year.
Fed up with losing money in taxes every year, I ditched my career in data science to become a tax advisor so that I could help others reduce their taxes. I did so because I believe that American taxpayers deserve to keep their hard-earned money and ensure long-term financial health for them and their families.
I founded Civita Tax Solutions based on four core principles:
You should not pay more in taxes than the law demands
You deserve to build your financial security
You can legally reduce your taxes by knowing and leveraging the tax law
You must have a proactive plan if you are to reduce your future tax expenses
We believe that you deserve a trusted advisor who can help you navigate the complex U.S. tax system and who is committed to your financial success every step of the way. At Civita, my team and I are here to translate complex tax codes into clear, actionable plans that help you keep more of what you earn. We hope to help you along your financial journey.
Joseph Rios, PhD, EA
Owner, Civita Tax Solutions
13
years of a taxpayer's working life is spent paying taxes
59%
of Americans believe they are paying too much in taxes every year
500,000+
taxpayers are audited by the IRS on an annual basis
31%
of taxpayers admit experiencing fear and stress when it comes to taxes
Our Services
Innovative Tax Solutions for Individuals & Small Businesses
Our tax services combine personalized tax strategy, business entity formation, and preparation to optimize your tax returns and boost savings. From individuals to small business owners, we help you legally pay less taxes so that you can keep more of your hard-earned money.
Personalized Tax Strategy
We work with you to develop personalized tax strategies. This means identifying opportunities to save money, plan for future goals, and ensure your financial decisions align with your tax objectives.
Business Entity Formation
We provide guidance to ensure your business structure is optimized from a tax perspective and handle your entity registration, ensuring accuracy and compliance from day one.
Tax Return
Preparation
We meticulously handle your annual filings, ensuring accuracy and compliance, giving you complete peace of mind that your returns are prepared correctly.
Our Process
Our Roadmap to Helping You Minimize Your Tax Liability
Assessment & Analysis
Planning & Implementation
Monitoring & Adjustment
01
Assessment & Analysis
This is where our partnership begins. We start with a comprehensive consultation to understand your unique financial situation, goals, and concerns. We'll review your current tax position, identify key opportunities for savings, and discuss your short-term and long-term objectives. By thoroughly understanding your specific needs—whether for tax preparation, business formation, or proactive planning—we can define a clear path forward and create a customized strategy tailored just for you.
02
Planning & Implementation
With a clear strategy in place, our team takes the lead. We meticulously execute the agreed-upon plan, leveraging our expertise to deliver accurate and compliant results. This includes the precise preparation of your tax returns, the seamless formation of your business entity, or the implementation of a year-round tax plan. Throughout this stage, we maintain open communication, keeping you informed and answering any questions you may have.
03
Monitoring & Adjustment
Our work isn't finished when the documents are filed. We conclude by thoroughly reviewing the completed work with you, ensuring you understand every detail and feel confident in the outcome. More importantly, we look ahead. We'll provide personalized guidance and actionable recommendations for the upcoming year, helping you to make smart financial decisions that continue to minimize your tax burden and support your financial goals.
FAQs
Commonly Asked Questions About Our Services
How is tax strategy different from tax preparation?
Tax preparation is a look back at the previous year to accurately file your tax returns. Tax strategy is a proactive, forward-looking approach. We work with you throughout the year to identify opportunities, make smart financial decisions, and minimize your tax burden before tax season even begins. Our goal is to not just file your taxes, but to optimize them.
What does your tax preparation and strategy process look like?
Our process is designed to be straightforward and collaborative. It begins with an initial Discovery & Strategy Session where we understand your needs. From there, we move to the Expert Execution stage, where our team meticulously handles the work. We conclude with a final Review & Future-Focused Guidance session to ensure you understand everything and are prepared for the year ahead.
What types of clients do you work with?
We work with a diverse range of clients, including individuals with complex financial situations, self-employed professionals, and business owners across various industries. Whether you need a simple, accurate tax filing or a comprehensive tax strategy for your growing business, we have a solution for you.
What information do I need to get started?
To prepare for our initial consultation, it's helpful to have a general idea of your financial goals and any tax-related concerns you may have. Prior to our meeting, we'll send you an intake form to help guide our consultation. For tax preparation, we will provide you with a secure checklist of the necessary documents, such as income statements, investment summaries, and expense records, once we begin the process.
How much do your services cost?
Our pricing is based on the complexity of your financial situation and the specific services you need. We offer a transparent fee structure tailored to your unique case. After our initial consultation, we will provide you with a clear quote so there are no surprises.
Didn't Find Answers to Your Questions?
Every financial situation is unique, and we're ready to provide the personalized answers you're looking for. Contact us today to start a conversation.
Client Testimonials
See What Our Clients Say About Us
"Peace of mind"
"I used to dread tax season, especially with my investment portfolio and a rental property. Joseph and his team didn’t just prepare my return; they proactively developed a strategy for me. They identified deductions I had no idea were available and provided a clear roadmap for the year ahead. I ended up with a significant tax savings, but more importantly, I now have complete peace of mind. Civita Tax Solutions is a true partner."
- Emily R.
"Invaluable advice"
As a freelance marketing consultant, I was always stressed about managing my quarterly estimated taxes and tracking expenses. Civita Tax Solutions completely changed that for me. They gave me a clear strategy for managing my deductible expenses and a precise plan for my quarterly payments. For the first time, I feel in control of my finances, and I know my tax burden is as low as it can be. Their strategic advice is invaluable.
- Mark S.
"Highly recommend this"
"Starting my business was exciting, but the tax implications of choosing an entity were overwhelming. Joseph walked me through the pros and cons of a sole proprietorship versus an S-Corp, explaining everything in plain English. We chose a strategy that perfectly aligns with my growth plans and saves me a significant amount in self-employment taxes. Civita Tax Solutions didn’t just form my company; they built the tax-efficient foundation for my business."
- Sarah L.
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