Tax Solutions & Guidance for 个人
Do you have a tax advisor or just someone who does your taxes each year? There is a big difference, and choosing the wrong person can lead to the overlooking of small details that cost individuals and families significant amounts of money.
You work hard for your wealth, yet failing to work with a professional committed to helping you on your journey toward your financial goals can leave you falling short. Think of it like setting out on a road trip without a map. 确定, you may arrive at your destination eventually, but chances are you will have missed the shortest and most efficient route.
Our team of professionals are here to help you on every level of need. For those just starting to discover the complexity of taxes and finances, we have simple and straightforward solutions to set you up for long-term success. Others who have complex issues at hand, we have a full team of experienced professionals that can tackle your challenges from every angle to produce the best result.
Our 服务 for 个人
Tax Preparation
Tax laws are constantly changing and becoming more complicated. Our team spends at least 40 hours per year trying to stay current with the tax law changes. Our team can ask you the right questions to insure you are not missing the best opportunities to maximize your tax savings.
We will examine your already filed return for errors that can be common red flags to the IRS. Our preparation and review procedures will help to reduce your chance for audit. All of the returns qualifying are filed electronically thus speeding up your refund time and insuring your return is processed more accurately.
Tax Planning
Most individuals simply do not understand the true value of tax planning. Talking to your CPA just once a year is not an efficient way to meet the needs you might have. The decisions you make on a daily basis actually have a significant impact on your tax burden. And it is much easier for us to deal with these situations as they happen rather than months later when you might forget.
Successful tax planning with a tax advisor could allow you the opportunity to shift income into lower tax brackets, move expenses into different years to take advantage of lower rates, or simply defer taxes altogether.
Education Planning
The cost of a college education has reached extraordinarily high levels and costs continue to increase annually. Are you capturing all of the education tax deductions are credits you are entitled to? Are there ways to affect your income picture to allow for financial education assistance you cant currently qualify for? 我们可以帮助.
Retirement Planning
There are many types of retirement plan options that can benefit your tax picture and allow you to save for tomorrow. For individuals, you can utilize a traditional IRA or a Roth IRA. For business owners there are many different plans available: 401K, 罗斯401 k, 9月的, 单一的, profit sharing, defined benefit and many more. As your tax advisor, we can provide you guidance on the tax aspects and how each plan differs and fits your circumstances.
Estate Planning & 赠送
The two certainties in life, death and taxes. It is all too common for individuals to leave a massive, painful tax burden on their family after they “get hit by the bus.” In reality, simple planning could avoid dealing a double dose of pain and agony in such a devastating time. Our team of experts can help guide you and your family on the best estate planning and gifting options to preserve your legacy and even present options to leave an impact long after you are gone.
