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Taxation

Are you paying to much in taxes?
Let us help you lower that tax bill.

Special Offer for Personal Tax Returns

Personal tax return preparation and electronic filing at our regular low rate starting at $199.00

OR

We will beat any other professional tax service prices.

Don’t miss out on complete tax preparation starting at just $199!

Our firm believes in offering our clients one great low price for preparing your federal and state income tax returns. Most of our clients returns are done in the one hour time frame of the 1st appointment.

Services

All Returns Base Fee (1040, Schedule A, Schedule B)

 

 

Rentals (Schedule E)

 

Out of State Return
(per state)

 

 

Amended Returns
(Form 1040 X)

 

Sole Proprietorship, Depreciation (Schedule C)

 

 

K-1 (independent forms)

 

New or revised information after Tax Return has been completed

 

 

Foreign Income (Form 2555)

 

Capital gains (Schedule D)

 

 

Depreciation Schedule (Schedule for Forms C & E)

 

              * Standard hourly rate for additional work is $99 per hour.

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.

A major goal of tax planning is minimizing federal income tax liability. This can be achieved by:

Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies, including:

If you give away wealth, during life or at death, you may incur federal taxes—and possibly additional state taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.

Tax issues are never far from the mind of the business owner, and it's likely that many of the decisions you make will be tax-based. It starts with the formation of your business and continues through the sale. Your choice of business entity, how you pay out profits to the owners, and your accounting decisions will all have an effect on your tax liability.

Some events in life—retirement, for example—come with tax considerations. Life event planning focuses on the impact of significant events on your life, as well as on the stages of your overall investment plan.