Tax Prep & Planning

While a computer software program may help find deductions, there’s no substitute for the quality of service and advice you’ll receive from an experienced tax professional.

Here are a few benefits you’ll receive while using our service:

  • Advise on how the Tax Cuts and Jobs Act will affect you as an individual as well as your business
  • Preparation of appropriate forms
  • Accurate calculations
  • Make sure you receive all deductions and credits to which you are entitled.
  • Electronic filing of your returns for speedy delivery of refunds.
  • Provide advise on how to adjust your payroll withholding in order to make sure you send the right amount to each tax authority – no more, no less.
  • Provide guidance on how to adjust your finances to take advantage of tax benefits on future returns.
  • For Sole Proprietors:
    • Preparation of your Schedule C
    • Guidance in setting up an easy system to keep your books current throughout the year
Strategies
  • Splitting income among several family members or legal entities to take advantage of lower income tax brackets

  • Shifting income or expenses from one year to another when it can yield a lower tax rate

  • Deferring or eliminating tax liability through use of tax-advantaged investment vehicles

  • Tracking all expenses eligible for itemized deduction

  • Taking advantage of tax credits

  • Adjustment of payroll withholding