Tax Prep & Planning

Preparing your own income tax return can be a daunting task.

According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
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. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

The Tax Cut and Job Act (Trump’s Tax Plan) was approved and officially signed into law.

How will this affect your business? How will this affect your personal tax situation?

Since this is the most substantial tax reform since 1986, we strongly recommend tax planning to ensure you are prepared for 2018.  The degree of change that impacts business tax exposure and in many cases, results in personal tax changes, will be substantial.

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We’ve made it a priority to enhance our mastery of the new tax law and new tax regulations by attending tax seminars and classes and investing the most current and revised tax planning software to meet our client’s needs.

We have designed three tax planning packages based on your specific needs.

We will review prior years returns to establish a baseline then ask several questions regarding the upcoming year. We will then compare to the new tax law to see what changes will directly affect you. Finally, we will prepare a written summary of our recommendations leading to tangible action items as deemed necessary, which may save thousands of dollars.

The following packages reflect the different levels specific to professional assessment needed

  • Business Only                $975
  • Personal Only                $750
  • Business & Personal    $1,500