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Seeing Beyond the Numbers
Our service is distinguished by close personal attention to your tax preparation. The objective of every tax return preparation and income tax planning engagement is to ensure you pay the lowest possible tax allowed by the tax rules this year and in future years, so your assets can grow.
Tax laws are increasingly complex with changes occurring daily. And laws regarding more than just income tax, such as alternative minimum tax (AMT), estate and gift tax laws, can impact every individual. More and more, taxpayers are being affected by these regulations without their knowledge.
For new clients we routinely ask to see at least the most recently filed federal and state returns. We will recommend preparation of an amended tax return if we can identify sufficient additional tax deductions to warrant the expense (or if we determine there was unreported income or other tax items required to be reported).
We can’t change the tax laws, but we can make sure your records are in order, that your returns are completed on time and that you receive all the deductions to which you are entitled. With proper tax planning, we can help you lower your tax bill.
We prefer to take a Proactive vs. Reactive approach to tax preparation services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. We communicate with our clients when a tax law change may impact them. We provide guidance based on your tax situation. Tax preparation services offered include but are not limited to:
TAX PLANNING AND PREPARATION SERVICES
As a THANK YOU to all that have served in our U.S. Military, veterans, and active duty personnel, we offer a discount of all Income Tax Preparation Services on Personal Income Tax Returns for NEW CLIENTS.
When calling to schedule an appointment you must mention our Coupon Code.
Coupon Code: MILITARY
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