Tax Preparation
It’s not what you earn, it’s what you keep.
When people go into the tax process alone, they often make decisions hoping to get things over with as quickly and as easily as possible. Taking standard deductions accomplishes this, but it can mean missing tax credits and deductions that could otherwise apply. Home-use tax software doesn’t always ask the necessary follow-up questions or verify if information has been duplicated on the return. We do. Our tax experts know the tax code in and out, and will help you reduce your taxable income for which you qualify.
Tax Preparation for Your Family
Your family has other things to worry about. Let us get your taxes filled out and in order. Our goal is to have you pay your taxes while being compliant with current tax law - but not one dollar more than required.
Gift Tax Preparation
When giving a sizable gift, who pays the taxes? This question is one of the most often asked. (The answer is easier than you think.) For more information on how the gift tax works and when a return needs to be filed, please contact us.
Trust and/or Estate Preparation
Trust and Estate tax returns can be complex documents to complete. Please schedule an appointment to discuss the particular needs for your trust or your loved one's estate/trust.
