“Certified Public Accountants ”, we go beyond the simple filing of your individual tax returns.
And, of course, we prepare all required tax filings. Our network of contacts is exceptional, with former employees of both the IRS and the Departments of Revenue on our staff.
Our team will stay in regular contact with you throughout the year so that you can make informed financial decisions that will benefit you come tax season.
Our individual tax services include:
Preparation of state and federal income tax returns
Tax planning and tax compliance
Preparation of estate and gift tax returns
Post-mortem tax planning
International tax consulting
Representation before IRS for tax examinations
Assistance with qualified retirement plans and insurance planning
Acting as a personal representative or trustee
It seems that, each year, the tax laws become more and more confusing and preparing your own returns can be extremely complicated. It’s really easy to miss legally allowed deductions and credits. Tax filing software often doesn’t make the chore any easier. There’s nothing better than being able to hand everything over to a tax pro.
Here's what you get...
Tax return will be checked and rechecked to identifying potential problems the IRS may look at more closely
Your tax return can be filed electronically so you will get a refund back quicker
Our staff will show you how to adjust your payroll withholding
Will show you potential deductions to limit your tax liability for next year
Will give you a sheet of commonly overlooked deductions to limit the following year's tax liability
Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently revised tax laws. We are knowledgeable and up to date on tax regulations, and make sure you don’t pay any more taxes than you are legally obligated to pay.
We work with you through the year to help you create a very personal plan and tax savings strategies – tailor made for your specific needs. And, we do your tax returns and file them electronically so that you get your return quickly.