Today's tax laws are so complicated that you can benefit from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of a computer is no substitute for the assistance of a CPA.
I prepare hundreds of returns each year. I know what to look for and the questions to ask to make sure your taxes are the lowest legally possible. I offer free e-file and can usually prepare your return within a couple of days.
Tax Return Preparation
We provide accurate on-time year-end tax returns utilizing pro-active tax strategies described above.
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Proactive Tax Planning
The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in: Year-end strategic planning to help minimize your tax liability; Effective and timely structuring of your personal and business transactions; Executive compensation planning; Money-saving self-employment and payroll strategies; Successful retirement and estate planning.
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IRS Audit Representation
As a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies.
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Personal Financial Planning
We work with our clients in the areas of investment strategies, tax planning, risk management and asset preservation to maximize growth but limit tax consequences. We ask the question "Where do you want to be financially"? And then review their retirement, business, education and other needs to be certain their goals are attainable.
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