Services for Individuals:
- Tax Planning & Consulting
Proper tax planning strategies can reduce your tax liability. Some common questions that can be answered with proper tax planning include: - Should you make your January mortgage payment in December or January?
- Should you make a charitable contribution for tax purposes?
- Do you need to make estimated tax payments?
- Do you need to change your withholdings?
- Should you retire and how will that change your tax situation?
- How will the sale of an investment affect your tax situation?
- Should you pay off your mortgage?
- Will renting out your house be worthwhile?
- How will a new job affect your tax situation?
- Should you convert your traditional IRA to a Roth IRA?
- Should you itemize your deductions or use the standard deduction?
- Do you have a taxable estate?
- Is the income received during the administration of the estate taxable?
- How is a trust taxed?
- Tax Preparation Services
- Individual
- Estates
- Trusts
- Gifts
- Computer generated tax return with paper copy for your records
- E-file at no extra charge
- Estate & Trust Planning
Proper estate and trust tax planning can increase the wealth to your beneficiaries. Some common questions that arise in this area include: - How much of your estate is subject to tax?
- How can you minimize your taxable estate?
- How do gifts made during your lifetime affect your taxable estate?
- What is the unified credit?
- What records do you need for the proper administration of your estate?
- How is a trust taxed?
- Personal Financial Statements
- Compiled financial statements for bank loans or other personal purposes
- Personal accounting systems
- IRS Problem Resolution
- Respond to IRS and State account inquiries
- Assist with the Offer-in-Compromise process
- Assist with examinations by taxing authorities
Please contact the office to inquire if you are in need of a service that you do not see specifically listed as this list is only a sample of the services that are provided.