Personal Tax Planning & Preparation For Families and Individuals
Make the most of your tax return with minimal effort – use our smart filing strategies and take advantage of tax credits and deductions to save money and stress less.
No more crossing your fingers and hoping for the best at tax time
- Feel confident knowing that your returns are filed accurately so you pay exactly what you owe and not a penny more
- File for all the deductions you qualify for
- Get the best chance of a generous refund
Tax Planning
Tax planning begins long before taxes are filed. We look at your current financials and consider your future plans to maximize tax breaks and minimize the amount of money you owe the IRS. Our team stays up-to-date on all federal and state tax laws so we can help you maximize your savings while staying compliant with the law.
Our tax planning strategy includes:
- Consideration of you tax bracket
- Deductions you qualify for (expenses you can write off)
- Tax credits you can take advantage of
- Determining whether you should take the standard deduction or itemize deductions
- Strategies like putting money in a 401(k) or an individual retirement account
- Utilizing health savings accounts or flexible spending accounts
Did You Know?
There are tax credits for being a parent, day care, home office expenses, installing solar panels, and much more? Find out which credits you qualify for so you can reduce the amount you owe.
Tax Preparation
- Own rental properties
- Have investments
- Received an inheritance
- Are self-employed
- Recently got married or divorced
- Moved to a different state
We’ll help you uncover savings you may not find on your own. And when you have questions we’re here to help. Contact us at phone number or schedule an appointment.
Trust, Gift & Estate Tax Returns
In addition to tax planning and prep, we’re experts at complex tax returns for trusts, gifts and estates. Let us prepare your returns so they’re filed accurately and on time.
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