Gradient Tax is an independent, privately owned tax planning, preparation, and filing firm who serves individuals and businesses. We help clients understand tax in a new way through the 360 degrees of tax affordability, a circular method that provides clients the opportunity to receive feedback and services from our team of CPAs and tax professionals.
Now offering the 1040 Snapshot report, providing clients a clear picture of their current tax situation and opportunities to improve their financial future. We identify real ways to reduce taxable income, lower marginal tax rates, take advantage of tax deferral, increase tax credit eligibility and reduce taxes paid on Social Security. And, clients gain a clear picture of their interest and dividend income, capital gains and losses, deductions, and qualified retirement plan contributions.