Individual Tax Preparation & Planning

We obsess about tax reduction, so you don’t have to.

Individual Tax Preparation

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing.  It is just too easy to overlook deductions and credits to which you are entitled.  Just recently laws have gone into effect that makes it difficult for most individuals to prepare their own returns.

• Lowest Tax Liability Legally Possible
• Guaranteed Accuracy

We would like to invite to schedule an initial discussion where we will discuss out tax preparation process and receive a quote range based upon the expected work.

Individual Tax Planning Strategies

Now, more than ever, individuals and families should take steps to maximize income and gift tax savings, taking into consideration their own specific economic, financial and tax situation.   Tax planning can impact taxpayer by; 1) deterring income or exhilaration expenses, freeing up cash flow for investments, business or personal use 2) Taking advantages of tax rate differentials between years  3) prevent, or minimize, the impact of the alternative minimum tax (“AMT”) 4) reduce eventual estate taxes, maxi­mize the amount of funds available for retirement, educating your children/grandchildren.