Income Tax Preparation
We will methodically examine and prepare your personal income tax returns with the objective of determining the lowest federal and state income tax that the law mandates.
We reference all legitimate deductions, adjustments and credits to ensure that you receive every advantage to which you are entitled under tax law.
Let us identify the most efficacious filing status for a couple, i.e., joint or separate returns.
We reference all legitimate deductions, adjustments and credits to ensure that you receive every advantage to which you are entitled under tax law.
Let us identify the most efficacious filing status for a couple, i.e., joint or separate returns.
Tax Withholding and Estimated Tax Calculation
We can help you avoid an "April Surprise" by analyzing your income and advising you on adjustments you can make to your withholding or options of making estimated tax payments.
By estimating your tax computation, we can help you avoid underpayment penalties.
By estimating your tax computation, we can help you avoid underpayment penalties.
Tax Planning and Retirees
We pride ourselves on being a retiree focused tax preparation and tax planning business. Tax planning can be crucial to your wellbeing in retirement.
However, you don’t need to wait until you’re retired to make your plan. We will work with you and your other trusted advisors (financial planners) to help you make decisions that work toward your wealth management and retirement goals.
However, you don’t need to wait until you’re retired to make your plan. We will work with you and your other trusted advisors (financial planners) to help you make decisions that work toward your wealth management and retirement goals.
Income Tax Planning
Let us determine tax efficient methods and strategies to help you plan for retirement, college and other goals by utilizing tax exclusions and deductions. Congress has provided savers with tax savings mechanisms that we can help you optimize.
Get the lowest taxable rate exposure by timing your income (i.e. property sales, Roth IRA rollovers, investment capital gains) when possible.
Get the lowest taxable rate exposure by timing your income (i.e. property sales, Roth IRA rollovers, investment capital gains) when possible.