Tax Preparation and Planning

Our tax preparation services include:

• All tax returns – federal, state, and local – will be prepared as part of our service
• Types of returns: Individual, S-Corporation, C-Corporation, Partnerships, LLCs, Estates, Trusts, and Non-profits
• Electronic filing
• Option to electronically pay or direct deposit refund
• Review of prior year’s return (if necessary)
• Strategy for next year’s tax return – including W4 elections, deductions, and income distribution
• Handling correspondence from any taxing agency

Our Tax Planning services include:

• Retirement – strategy for distributions, social security planning
• Capital Gains – timing, tax implication
• Divorce/Separation
• Education
• Business – deductions, capital expenditures, income, and record keeping
• Strategy for next year’s tax return – including W4 elections, deductions, and income distribution

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