Tax

 

We provide a wide range of tax solutions.  Our professionals will provide practical advice and tax strategies that create value and help you meet your financial goals.  We will work closely with you to create a custom tailored plan to meet your needs, which are unique to your situation.

 

 

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We prepare tax returns for:

 

  • Individuals (Form 1040)
  • Proprietors (1040 with Schedule C, E or F)
  • Businesses (1120S, 1120 & 1065)
  • Non-Profits (Form 990)
  • Gift Tax (Form 709)
  • Trusts (Form 1041)

 

 

Tax Preparation:

Should you do it yourself, go to the local tax prep chain or HIRE US?

 

Tax Return Preparation

Like many things in life, it depends.  If you have a very simple, uncomplicated return and you have the skills, time, and ability to use tax software, and knowledge of all the new tax laws, you might be best served by preparing your own return and be done in a few hours.

If you simply want to take in all your documents and have someone with just a few weeks of training to prepare your return, one of the tax prep chains might work fine for you.  Some people have mistakenly assumed that this option may be cheaper than going to a CPA, but many times we have found their fees to be higher.

 

Now if you are looking for someone to look for deductions that are unique to your situation, someone who keeps up-to-date on the latest tax law changes, someone who will not leave extra money that is due to you on the table, someone who will provide year-round service, someone with the education and skill to accurately prepare your return, then you do not need to look any further … We are the firm for you!

 

Tax Planning

 

What is Tax Planning? How can it help me?

 You would be surprised by how many times tax planning opportunities are missed.  Virtually every financial decision you make has tax implications.  Strategic tax planning can make a big difference in your financial affairs.

If you wait until tax season to bring us your information, there isn’t much we can do to help you lower your tax impact.  With a meeting in advance, we can plan together to use every available tool to legally minimize your tax burden.

 

   

Tax Compliance

Have you received an IRS audit notice?

You would be surprised by how many times tax planning opportunities are missed. Virtually every financial decision you make has tax implications. Strategic tax planning can make a big difference in your financial affairs.

If you wait until tax season to bring us your information, there isn’t much we can do to help you lower your tax impact. With a meeting in advance, we can plan together to use every available tool to legally minimize your tax burden.

 

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 Items to bring to your tax meeting:

 

 

Personal:

  • W2’s, 1099’s, K-1’s
  • 1098 Mortgage Interest and Real Estate Taxes
  • Personal Property Taxes
  • Investment Statements
  • Medical Expenses
  • Contributions
  • Copy of any 1099 given to contractor or W2 given to employee
  • Copy of Prior Year Return (only if new client)
  • Copy of Prior Year Depreciation Schedules (only if new client)

 

Business:

  • Current Back-up of QuickBooks file with user name and password
  • Summary of Income and Expenses Broken Down in Relevant Categories
  • Copies of Check Registers, Check Stubs, Cash Receipts and Bank Statements (only if we are doing the bookkeeping)
  • Copy of Prior Year Depreciation Schedules (only if new client)
  • Copy of Prior Year Return (only if new client)

 

 Let’s Talk … 

 

About why hiring a CPA to do your taxes is beneficial for you.

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