tax preparation

Individual circumstances are unique and tax laws need to be applied in context. A tax program alone cannot do this for you. We earn your trust by being dead-on with numbers and knowing your tax situation. These may be among the many questions we will help you answer as we begin preparing your tax return:

  • Are you eligible to take the American Opportunity Credit or the education deduction? Which would benefit you the most?
  • You have until April 15th to make an IRA contribution for the prior tax year. Would a Roth or traditional IRA work better for you this year and over time?
  • Are you paying AMT tax? Would your total tax bill be less by taking the standard deduction instead of itemizing?
  • Are you having to cough up a lot to Uncle Sam on April 15th or are you getting a big refund but coming up short on monthly expenses? Perhaps your withholding needs to be adjusted. We can guide you through adjusting your tax withholding or estimated tax payments throughout the year.
  • Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so you will get a refund back quicker.

We consider these items and much more by putting each tax return thru a thorough tax analysis before it is finalized. Every return is prepared and checked by an experienced CPA.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.

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