F.A.Q.

Stratford Tax & Wealth Group specializes in a comprehensive array of tax and financial planning services tailored to meet the needs of individuals and businesses alike. Our offerings include:

Tax Return Preparation: Expert assistance in preparing and filing both federal and state tax returns, ensuring accuracy and compliance with the latest tax laws.

IRS Issue Resolution: Dedicated support in resolving various IRS issues, providing you with peace of mind and clarity on complex tax matters.

Tax Planning Strategies: Proactive tax planning tools and strategies designed to optimize your financial situation and reduce your tax liability over time.

Tax Advice and Consultation: Access to knowledgeable tax professionals for personalized tax advice and guidance tailored to your unique circumstances.

Tax Data Importation Tools: Innovative tools to seamlessly import and organize your tax-related data, simplifying the tax preparation process.

Deduction and Credit Optimization: Assistance in identifying and calculating eligible deductions and credits to ensure you maximize your tax refund potential.

Business Tax Filing Solutions: Specialized tax filing services catering to various business structures, including Partnerships, C Corporations, S Corporations, and Sole Proprietorships, aimed at fostering business growth and compliance.

Estate Planning Services: Comprehensive estate planning, including the preparation of wills and trusts, to secure your legacy and ensure the efficient transfer of your assets according to your wishes.

Our mission is to provide reliable, tailored tax and wealth management solutions that empower our clients to achieve their financial goals. Whether you're an individual seeking to maximize your tax return or a business in need of strategic tax planning, Stratford Tax & Wealth Group is here to guide you every step of the way.

Eligibility for filing a federal tax return encompasses a range of income types and credits. Individuals with the following may need to file:

  • W-2 income from employment
  • Income from unemployment benefits
  • Retirement income, including pensions and distributions from retirement accounts
  • Those who are eligible for the Earned Income Tax Credit (EITC)
  • Recipients of the Child Tax Credit
  •  Individuals who qualify for the Stimulus Credit
Additionally, dependents, current students, and those with deductible student loan interest also typically qualify. This list is not exhaustive, and other factors may influence your need to file. Please consult with one of our tax professionals to determine your specific filing requirements.


The eCPR© (Comprehensive Preparation Retainer) Program, paired with our Tax Advisory and Preparation Services (TAPS©), delivers a holistic approach to tax management. This integrated solution provides strategic planning, meticulous preparation, and expert advisory, all aimed at simplifying tax complexities for individuals and businesses alike. Our monthly retainer model offers a predictable cost structure and ensures continuous access to tax professionals dedicated to optimizing your financial health. With eCPR© and TAPS©, you gain proactive, strategic tax guidance designed to maximize opportunities and secure financial peace of mind.
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

The tax filing options depend on your individual or business financial situation, including factors like income sources, deductions, credits, and legal structure for businesses. A tax preparer can offer personalized guidance to identify the most advantageous filing status, whether it's standard deduction, itemizing deductions, or exploring specific credits and incentives relevant to your case.



Consulting with a professional tax preparer ensures you receive unbiased, expert advice tailored to your financial situation. Tax preparers are well-versed in the latest tax laws and regulations and are committed to helping you navigate your tax obligations effectively.
Banks and financial institutions look for clear evidence of a business's viability and financial health before extending credit or loans. A strong business plan outlines your business strategy, market analysis, and financial projections, demonstrating your company's potential for success. Organized financial records provide a transparent view of your business's financial history and current standing, instilling confidence in lenders about your business's management and stability.
Tax preparers can assist in more than just filing taxes; they can offer strategic advice on financial planning and tax optimization to support your business growth. By ensuring your tax affairs are in order and advising on financial best practices, a tax preparer can help you strengthen your business plan and maintain organized records, making your business more appealing to banks, investors, and other stakeholders.
When preparing for a business loan or planning an expansion, consider your business's financial stability, credit history, and growth potential. Ensure your financial records are comprehensive and up-to-date, your tax filings are accurate, and your business plan is robust and reflective of your growth strategy. Consulting a tax preparer can provide valuable insights into optimizing your financial and tax positions to support your business objectives.


If you've received an audit or collections notice, here's a brief guide on how to proceed:

For an Audit Notification:

1. Review the Notice: Understand what tax year and specific items are being audited. The notice should outline what documentation you need to provide.

2. Organize Documentation: Collect all relevant records such as receipts, bank statements, previous tax returns, and any other pertinent information related to the audit.

3. Respond Promptly: Do not ignore the notice. Timely response is crucial to avoid further penalties.

4. Seek Professional Assistance: Consider consulting with a tax professional, like a CPA or a tax attorney, who can provide guidance and represent you in the audit process.

For a Collections Notice:

1. Understand the Details: Determine what tax debt is owed, for which tax period, and any penalties or interest assessed.

2. Evaluate Payment Options: Look into payment plans or settlement options if you're unable to pay the full amount immediately.

3. Respond Appropriately: Contact the issuing authority to discuss your options. Ignoring the notice can lead to more severe consequences.

4. Consult with a Tax Advisor: A tax professional can help you navigate the collections process, potentially negotiate terms, and ensure that your rights are protected.

Taking immediate and informed action can help mitigate the impact of these notices and lead to a more favorable resolution.