Tax Preparation and Planning
Even if you are a 1040ez filer, a do-it-yourself tax package may cause you to file inefficiently or even incorrectly. Tax laws are very complex. The best software packages cannot possibly cover all the nuances of those laws. The very common practice of itemizing deductions increases that complexity. Add in a business, investments, a rental property; you get the picture. A tax professional has the knowledge to sort through your records and make sure your tax returns are not only technically correct but also keep your tax bill as low as possible – now and in the future.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.
Whether you need current year returns prepared or need to plan for the ta impact of major life events such as retirement or your child’s education, we can assist you with all of your needs.
This office provides many services, including the following:
Individual Tax Preparation
Business Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Estate and Succession Planning
Tax & Education Planning