CONSULTATION
Build a tax plan that fits your long term needs. Speak with one of our tax experts to assess your available tax strategies.
ANALYSIS
We analyze your specific situation to determine proven strategies to lower your taxes and save you money.
SOLUTIONS
Whether you hire us to prepare your taxes or provide tax planning, we create solutions you can count on.
OUR SERVICES
UROK Tax Planners was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and to plan their tax outcomes long term. UROK prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns, and all other types of federal forms as well as State, Multi-State, City, and even local filings.
Our firm offers superior client services and consulting to individuals, professionals, and small/mid-size businesses with:
TAX PREPARATION
ROTH IRA CONVERSION STRATEGIES
CHARITABLE TAX PLANNING STRATEGIES
TAX PLANNING SERVICES
SMALL BUSINESS STRATEGY DEVELOPMENT
SOCIAL SECURITY TAXATION REDUCTION
401(k) STRATEGIES
ESTATE PLANNING
“We have worked with UROK for some time now. As we have grown and evolved, what I have valued most about our relationship is that UROK knows us and our business.”