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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.
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