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.
Estate and Gift Planning
A little planning can save thousands of dollars! You can't take it with you, but failing to plan for your estate can mean that the government, rather than your heirs, may get the major portion of your hard-earned money. Why? Because the top estate tax rate is a whopping 47%!
Record Keeping for Taxes
What to keep and for how long. Tax records should be kept on a year-round basis, not hastily assembled just for your annual tax appointment. Without tax records, you can lose valuable deductions by forgetting them on your tax return, or you may have unsubstantiated items disallowed if you are audited.
Get More Than a Tax Return
Your accountant should use your tax return and other information to assist you with other financial matters.