2023 Winner of the Thomson Reuters Luca Pacioli Advisory Accelerator Award

Tax Preparation & Negotiation Services

Relieve the stress of filing your taxes.

Few financial tasks stir the butterflies in your stomach like preparing your tax return. Let Sager
CPAs & Advisors carry the burden so you can relax and focus on what’s next.

Not only do our tax experts keep you in compliance. We illuminate deductions and credit opportunities to help you keep more of your hard-earned money.

Tax Preparation Services

Tax laws are complicated and always changing. We guide our clients across this ever-evolving landscape to alleviate your worries and optimize financial opportunities.

Our team of CPAs are experts in tax compliance. We stay up to date on the latest alterations in the tax code to identify strategies, alternatives and solutions that reduce your tax burden.

At Sager
CPAs & Advisors, we serve both individual and business clients. Our comprehensive tax preparation services minimize your individual and business tax obligations and maximize your savings.
  • Personal and Business Returns
  • State and Local Returns
  • Sales Tax
  • 1099 Reporting
  • Tax Planning
  • Estate & Trust

IRS Negotiation Services

Owing back taxes to the IRS is incredibly stressful. We can help you save money and end the nightmare by negotiating on your behalf. Our tax debt resolution specialists understand the negotiation process and know exactly what the IRS is looking for to get your offer approved.

Get back in good standing with the IRS so you can move forward with your financial plans.

Steps to finding a tax debt resolution:

  1. Hire Sager CPAs & Advisors to submit your offer
  2. We’ll confirm your eligibility and put together your best case
  3. If your offer is rejected, we can help you appeal
We appreciate that our work deals with some of the most significant parts of our clients lives.

While money certainly isn't everything, we know that being able to support yourself and your family leads to greater quality of life for all of you, and we strive for that quality with each and every client.
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We listen. So you can stop worrying and start planning.

At Sager CPAs & Advisors, we understand that you want a partner and an advocate who will provide you with proactive solutions and ideas.

The problem is you may feel uncertain, overwhelmed, or disorganized about the future of your business or wealth accumulation.

We believe that even the most successful business owners can benefit from professional financial advice and guidance, and everyone deserves to understand their financial situation.

Understanding finances and running a successful business takes time, education, and sometimes the help of professionals. It’s okay not to know everything from the start.

This is why we are passionate about taking time with our clients year round to listen, work through solutions, and provide proactive guidance so that you feel heard, valued, and understood by a team of experts who are invested in your success.

Here’s how we do it:

  1. Schedule a consultation. We want to understand your challenges and your goals.
  2. With a customized plan of action, we meet throughout the year to ensure your financial goals and your tax strategy are fully optimized.
  3. You’ll gain a new sense of clarity about your financial situation as well as the path towards your goals.

Schedule a consultation today. And, in the meantime, download our free guide, “5 Conversations You Should Be Having With Your CPA” to understand how tax planning and business strategy both save and make you money.