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Income Tax Preparation
We prepare individual tax returns in all 50 states for clients
ranging from young people just starting out to established
professionals and corporate executives.
Tax Planning
Throughout the year a typical individual tax account will
be assessed for the implication of new and pending tax legislation
and, if need be, the proper amount of estimated taxes to
pay to minimize your out of pocket expense while protecting
you from penalties. We also will consult on a variety strategies
to reduce tax or defer it to later years.
Retirement Planning
In the current environment of economic uncertainty, and
the looming threat of major changes to the social security
system, people of all ages need to be concerned about saving
for retirement. We can help you understand what your options
are and how to maximize your retirement funds.
Education Planning
New tax laws have opened the ability for individuals to
fund higher education. For most people with children that
will go to college, we will consider 529 plans, education
IRAs, and numerous available tax credits.
IRS Problem Resolution
At your choice, we are available to represent you before
the IRS. This means that you will never have to personally
answer any letters or attend any audits – with a “power
of attorney” we can act as your agent. We have a long
and successful history of resolving problems that can seem
daunting.
Budgeting
If you have difficulty putting money away for the future,
or meeting your monthly expenses, we can work with you to
design a budget that’s right for you.
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