|
     
Individual
Services
Designing a tax strategy to keep
income taxes as low as possible is our goal for our individual tax clients.
We inform our clients about tax savings opportunities and effective methods
for deferring the recognition of income. As tax laws change
frequently, we keep you informed of the changes which will impact your tax
return with quarterly newsletters and other updates.
Click here to view our
current income tax return preparation fee schedule.
Our fees are
based on the forms that you need to file. If you can provide us with a copy
of your previous year tax return or let us know what schedules you use (ie.
1040 with a schedule A and schedule E etc.) we can let you know exactly what
you will pay. With our tax service you receive along with the preparation
of your tax return: tax planning for the next tax year, consultation with
my financial planning partner to develop a personal financial plan
(including annual monitoring meetings), and updates during the year of tax
law & other financial changes that might impact you
Your retirement years should be one of
the most enjoyable periods of your life. We assist you in designing a
plan to make this possible. From analyzing current assets, retirement
programs and future needs and benefits, we map out a strategy to take you to
your retirement goals.
There are many strategies involved
in the lowering of estate and gift taxes. Upon reviewing your
estate, we recommend those strategies, often utilizing various types of
trusts, which will decrease your taxable estate while maintaining income
and assets for you and your heirs.
When new opportunities arise, we
are available for consultation as to tax consequences of new businesses,
purchasing rental property, investment strategies, inheritances and any
other event that causes change in your taxes.
|
