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Tax Planning and Tax Return Filing

It is our job to see that you pay no more tax than the law requires.

We monitor the changes in the tax law that affect you and recommend tax saving strategies.  We will file all your tax returns and serve as your advocate in all tax matters.a

Tax Planning

There is a certain mystique that has grown up around tax planning and tax-cutting techniques.  We are here to put tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them.  In a nutshell, the strategies are:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example.

Professional Help

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional.  It is too easy to overlook deductions and credits that you are entitled to if you prepare only one return a year.  Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We have prepared thousands of tax returns over the years.  We know what to look for when your return is prepared.  More importantly, you have someone to direct questions to during the rest of the year.  We will also put you on our mailing list to receive timely tax and financial information.

Call us!

Why don't you call us for an initial consultation?  We will discuss your financial and tax situation and determine how we can help you.  If your financial affairs are simple, it may be a short meeting.  If you have extensive holdings, your needs are more complicated and should be treated accordingly.

What are your chances of being audited by the IRS? Click HERE to learn more about audits.