TAX PLANNING & PREPARATION

Effective tax planning that can significantly benefit your financial wealth and bottom line.
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Personal Income Tax

Tax planning and financial planning are closely linked because reducing taxes is critically important to your overall financial success.

◊ Get tax saving strategies to maximize your after-tax income

◊ Claim all deductions and credits

◊ Simple, easy, accurate filing

◊ Get your refund fast

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Tax Planning for Special Circumstances

◊ Sale of Stock

◊ Rental Properties

◊ Roth IRA Conversions

◊ Medical Expenses

◊ Divorce / Death

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Audit Assistance

An IRS audit will slow your business to a crawl. Audit Assistance will help with IRS forms including Schedules A, C and E by explaining claim requirements and available options. Assistance with communications with the IRS is also provided during an audit.
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Business Income Tax

Avoid IRS red flags by paying business taxes on time.

◊ Startup Cost Deductions

◊ Sales Tax / Quarterly Estimated Tax

◊ Self-employment Tax

◊ Depreciation

◊ Business Deductions

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Tax Planning Related to Workers

Adding employees and independent contractors will increase the complexity of managing your books. Track hours, wages, withholdings, taxes, health care benefits and other benefits.

◊ Payroll Tax Administration

◊ Family Employees

◊ Retirement Plans

◊ Fringe Benefits