Tax Preparation & Planning

Only thinking about your taxes as April 15th draws near? Don’t treat taxes as a once-a-year occurrence. The tax accounting solutions offered by my firm include year-round tax preparation, planning, filing, and consulting. Whether you’re an individual, married with children, or a business owner, let me work with you to optimize your tax situation.

TAX PLANNING

Let me reiterate the statement above: Tax planning should not be a one-time, annual event. Tax planning is a strategic service, tailored to meet the specific needs and expectations of each client. My goal is to guide you through tax strategies that help you reach your financial goals. Planning services include, but are not limited to:

• Reducing tax liability
• Timing specific purchases
• Maximizing retirement savings
• Determining funding needs

Planning means being knowledgeable and ready before, during, and after you file your business and personal income taxes. Stop by my office and let’s chat about your circumstances!

TAX PREPARATION AND TAX FILING

Individuals and Families. With all of the available software options on the market, it’s easy to feel empowered to file annual tax returns on your own. However, most people don’t realize that doing it yourself could place you at significant risk of overpaying taxes. From the basic W-2 and/or 1099R income tax filings to more in-depth aspects such as stocks, bonds, investments, and itemized deductions, I have decades of experience working with clients to reduce their tax liability and claim the largest tax refund possible. Businesses. Whether you are a sole proprietor or large corporation, partnering with an experienced tax professional should be at the top of your list. Unlike individuals and families, businesses are required to pay a variety of taxes throughout the year. And, each company (depending upon its structure and a host of other variables) must have a person or team to stay current on developing tax laws and identify how established rules apply to each type of business. Preparing your business taxes with us will give you the freedom to concentrate on growing your business, while we ensure you receive every tax break and deduction to which your business qualifies, thus paying the smallest amount of tax permitted by law.