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Tax planning and preparation
Tax laws change every year and keeping up with those changes is a full-time job for our tax professionals. It’s good to know you have people you can rely on to help you take advantage of tax benefits when possible and ensure you are meeting your obligations. Discussing your needs ahead of time can save you tax dollars.
Preparation
The nuances of tax law for businesses can leave you confused and questioning if you are taking advantage of opportunities to save tax. We can remove those concerns for you and help you meet your tax obligations while accessing benefits you may not realize are available to you.
Consulting
Tax planning can minimize the taxes you’ll pay in the short and long term. Ideally, you’ll visit us October – December 1 so you don’t pay more than you need.
If you are nearing retirement age, it’s important to develop a tax strategy. We’ll tailor a plan so distributions meet your needs and assess the contributions that should be made to regular IRA, ROTH IRA or other investments.
IRS audit or notice support
If you’re notified the IRS has selected you for review, call us to serve as the intermediary so you don’t make a costly mistake. We research case law, tax law and regulations that support the position you’ve taken and strive to create the best outcome for you.