Taxes

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Here's a breakdown and some potential enhancements or considerations for each service:

Individual Tax Preparation:

Annually, we handle the preparation of numerous tax returns for both individuals and business owners. Our diverse client base spans local and regional entities, nationwide businesses, and even a few located internationally. Despite the geographical distances, many clients choose to remain with us, whether they've relocated across town or across the country. This loyalty is attributed to our commitment to delivering value-added services. Within our roster of individual clients, we cater to a range of profiles, including sole proprietors, farmers, retirees, and individuals with investment portfolios.

Individual and Business Tax Planning:

Our availability extends throughout the entire year, allowing us to continuously assess and re-evaluate our clients' evolving financial situations. We offer guidance on strategic timing for payments and purchases, as well as expert navigation through the intricacies of the tax code. Our goal is to help you optimize your income and minimize tax liabilities effectively.

Estates & Trusts:

The well-being of your family's future holds significant importance, and we are committed to collaborating with you to achieve your long-term goals. By partnering with your financial advisor and attorney, we can assemble a formidable team to assist you in strategically planning for your family's future.

Non-profits:

Recognizing the vital role your nonprofit plays in the success of our communities, we offer cost-effective and professional tax services to support your compliance with federal and state regulatory agencies. Our aim is to empower you to concentrate on what you do best – making our community a better place.

Partnerships, LLCs, and Corporations:

Assisting you in identifying the optimal business structure and accompanying you throughout your business's journey is our commitment. Our goal is your success, and to that end, we collaborate with you to develop a tailored tax strategy that aligns with both you and your business. Remaining abreast of all tax laws, we adeptly navigate the ever-evolving tax landscape to ensure your continued success.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Initiate a conversation with us by calling (757) 204-1781.