Tax Return Preparation
We have been providing tax services for individuals, families and businesses for eons now. We are not simply number crunchers but seek to be advisors, helping you understand and plot the best course through the choppy waters of continually changing tax and accounting code and regulation. We can also represent you before the IRS should that dreaded black and white notice arrive on your doorstep
Tax planning refers to developing strategies for your specific situation to minimize the taxes your pay, both short-term and long-term, within the limit of current tax laws and regulations. There are a many strategies out there, including retirement plans, HSAs, and donor advised funds for charitable givings. For businesses, it can include timing of large purchases, methods of depreciation, and owner wage vs. overall net income analysis, to name a few.
Nobody likes to think of the end. But as JFK once said, "The time to repair the roof is when the sun is shining." We can review your current assets and present several estate plans, detailing the consequences as to probate fees and estate and inheritance taxes. We can also serve as an executor for estates and a trustee for trusts. Finally, we can look at ways to transfer your wealth now to minimize potential estate tax.