Business Details
Your Trusted Tax Partner for Strategic Planning & Filing
At iTxRe, we have redefined the accounting profession by prioritizing simplicity and clarity in tax services. Our proactive approach centers on understanding each client's unique financial landscape, enabling us to deliver tailored strategies that minimize tax liabilities while maximizing financial outcomes. With a focus on strategic tax planning, we conduct biannual meetings to create and refine personalized tax models aligned with individual goals. Our team of experienced CPAs and tax professionals combines technical expertise with a client-first philosophy, ensuring accurate return preparation while addressing evolving financial needs.We leverage automation to streamline processes, eliminating last-minute tax season stress through advanced modeling and transparent communication. By emphasizing forward-looking guidance over historical reporting, we empower high-net-worth individuals and business owners to transform tax obligations into controlled, predictable expenses. Our commitment to continuous education ensures compliance with the latest tax code developments while maintaining our mission: to make tax planning an accessible, confidence-building experience.
Services
Tax Return Preparation
Strategic Tax Planning
Financial Goal Achievement
Tax Modeling
Business Tax Services
Highlights and features
- We offer personalized tax models aligned with your financial goals
- Our team includes CPAs with decades of corporate and public accounting experience
- We implement a proactive process with biannual strategy sessions
- Our automated systems eliminate last-minute tax season surprises
- Our tax planners hold advanced degrees and industry certifications
What people say
Proactive planning
Personalized strategies
Tax code expertise
Clear communication
Accurate filings
Services
Tax Return Preparation
Our experienced CPAs ensure accurate, timely tax return preparation using automated systems that eliminate errors and missed deadlines. We handle complex filings for high-net-worth individuals and businesses while maintaining compliance with evolving tax regulations. Our process transforms traditional tax reporting into a seamless, stress-free experience.
Strategic Tax Planning
Biannual planning sessions create customized tax models that align with your financial goals. We analyze potential strategies through detailed scenario modeling, projecting outcomes for both implementation and non-implementation. This proactive approach minimizes tax burdens while supporting long-term wealth preservation and growth for business owners and affluent individuals.
Tax Modeling
Advanced tax modeling provides clarity by projecting future tax liabilities based on current and anticipated financial activities. Our CPAs build dynamic scenarios that help clients understand potential tax impacts before they occur. This forward-looking approach enables informed decision-making about investments, business transactions, and personal financial planning.
Business Tax Services
We specialize in corporate tax solutions that address complex business structures and operational needs. Our services include quarterly tax projections, entity selection analysis, and strategic planning for business owners. By integrating personal and corporate tax planning, we optimize overall tax efficiency while maintaining compliance with business tax regulations.
Financial Goal Achievement
Our client-centric approach connects tax strategies with broader financial objectives. We provide comprehensive guidance that coordinates tax planning with investment management, retirement planning, and estate strategies. Through regular progress reviews, we ensure tax optimization remains aligned with evolving personal and business financial goals.
People
Seth
Head Bean Counter/Managing Partner
Next-generation CPA dedicated to minimizing income tax burdens for high-net-worth individuals and business owners. Combines proactive planning with practical implementation, leveraging tax code expertise to deliver personalized solutions that reduce surprises and maximize savings.
Katy White
Senior Tax Manager
Licensed Connecticut CPA with 30+ years of public accounting experience specializing in small businesses and medical practices. Combines technical expertise with relationship-focused advisory services, helping clients navigate tax complexities while supporting long-term business growth and personal financial objectives.
John
Senior Client Manager
Corporate tax specialist with 15 years in Fortune 500 corporations and public accounting. Provides strategic tax planning and compliance solutions for businesses while supporting individual tax needs. Brings extensive experience in navigating complex tax environments to optimize organizational financial health.
Marissa Payne Smith
Senior Client Manager
Tax planning expert with 15 years of experience creating strategic solutions that align with client financial goals. Specializes in integrating compliance requirements with broader financial strategies, offering detailed analysis and clear guidance to help clients optimize their tax positions and achieve long-term objectives.
Marc Lorme
Senior Tax Preparer
Enrolled Agent with nearly two decades of tax advisory experience. Authorized IRS representative focused on staying current with evolving tax regulations. Delivers comprehensive tax preparation and planning services for individuals, businesses, and estates through continuous professional education and client-centered solutions.
Questions
What specific tax services do you offer?
We provide income tax return preparation, strategic tax planning, tax modeling, business tax services, and financial goal alignment. Our certified professionals handle complex filings while creating proactive strategies to minimize tax burdens.
How does your tax planning process work?
We conduct biannual strategy sessions to create personalized tax models based on your financial situation. Through scenario analysis, we project outcomes for different strategies to help you make informed decisions about tax-saving opportunities.
What qualifications does your team hold?
Our team includes CPAs with decades of public accounting experience, Enrolled Agents authorized by the IRS, and specialists with advanced degrees in accounting and business administration. Continuous professional development ensures we maintain up-to-date tax code expertise.
How do you communicate with clients throughout the year?
We maintain proactive communication through scheduled check-ins, tax modeling updates, and automated systems that keep you informed about your tax position. Our team reaches out to gather information rather than waiting for client availability.
What differentiates your firm from traditional CPA practices?
We focus on proactive, forward-looking tax strategies rather than historical reporting. Our automated processes streamline compliance while biannual planning sessions create dynamic tax models that evolve with your changing financial circumstances.
