Tax Return Preparation
With today's complex tax laws, it can be easy to miss out on tax opportunities to which you are entitled. We engage our due diligence to stay up-to-date on current tax laws with research, assistance from our accounting software program, and discussions with our clients to maximize the benefits on their returns.
Tax Planning and Advisory
Not only is it important to stay current with annual tax filings, it is also advantageous to stay on track and meet your financial goals throughout the year. We can project tax implications of your various financial situations and offer guidance in the best course of action to help minimize your tax liability.
Personal Financial Statement Preparation
When managing other financial situations in your life, a preparation of a personal financial statement may be necessary. We can assist you in preparation of a personal financial statement to help with your personal needs and goals.
Estates and Trusts
Trust and estate taxation can be challenging not simply from a tax perspective, but from an emotional standpoint of dealing with a loss or the contemplation of a loss. Our goal is to make the process easier for all parties involved and to add a human element to a challenging time.
Gift Tax Returns
Gift Tax Returns are required for gifts of cash or assets to any one individual totaling more than $15,000 in a year (other than to your spouse). You and your spouse can give away a combined $30,000 a year to any one individual without filing a gift tax return.
