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Individual Services

It is our goal to see that you pay no more tax than the law requires. We prepare many returns every year and know what to look for when your return is prepared. We are available all year for questions and planning. Tax law is complicated and ever changing. Likewise an individual's financial situation also changes and different rules may be applicable from one year to the next. We will review three previous returns for a new client without charge. Call us for a no-charge initial conference or to schedule a tax preparation appointment.


INCOME TAX PREPARATION AND COMPLIANCE SERVICES

  • Federal and all states
  • Electronic Filling

TAX AUDIT ASSISTANCE AND REPRESENTATION


 

INCOME TAX PLANNING

    •       Filing status
    •       Dependent issues
    •       Self-employed business owners
    •       IRA/Retirement contributions/withdraws
    •       Employment for family members
    •       Cafeteria plan participation
    •       Capital gains/losses/installment sales
    •       Rental properties
    •       Estimate tax payment timing
    •       Depreciation/Section 179 planning
    •       Education funding/deductions/credits
    •       Business vehicle use/buy/lease
    •       Shifting/deferring income

      RECORD KEEPING FOR TAXES

        •       Logbooks for vehicles
        •       Documentation/record retention

          FINANCIAL SERVICES

          • Interested in establishing and meeting your financial goals? Our Nine Step Action Plan can guide you on your journey. Click here for details.
           

          Contact us today and let us know how we can help you! Call us at (515) 223-1255 or Email us.