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 prepare returns for all types of clients. These include individuals, corporations, S-corporations, partnerships, estates and trusts, and not-for-profit clients. We will serve as your advocate in all tax matters.
If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.
Tax Planning - Our Specialty
There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here year-round 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.
- Deferring tax liability through certain investment choices
and through pension plan contributions.
- Structuring your affairs to obtain a tax deduction for some
expenses paid for things you enjoy - a vacation home, for example.
- Investing your money to produce income that is exempt from either federal or state income tax or both.
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 to which you are entitled 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 prepare tax returns for all types of entities. We know what to look for when your return is prepared. More importantly, you have someone to ask questions of during the rest of the year. And we will put you on our mailing list to receive our "Client Update" newsletter with timely tax and financial advice.
Call us!
Why don't you call us for a no-charge initial conference? 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.
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