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Personal 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
It is a challenge to understand and comply with tax laws. People often ask who should see us. If you see yourself on this list, please give us a call.
- I am uncomfortable preparing my own tax return
- I have investments or retirement
- I can itemize expenses
- I own a business
Consulting
Tax planning can minimize the taxes you’ll pay in the short and long term. Ideally, you’ll visit us by 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 receive notice from the IRS, 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.