Personal Income Tax Preparation Services
Personal Tax
There should not be any unforeseen surprises when the return is prepared. We are available year-round for consultations on your tax situation. We recognize not all individuals need year-round tax help and advice, so our staff will consult with you on your needs.
Expert Tax Advisors
Our Philosophy
Our philosophy is that no return is simple until we have completed it. An advisory return consists of us studying your return, looking back at your history looking for action items that can save you money from the past or the future. We also educate you in tax law in the areas you may have a need. Tax deferred exchanges for real estate operators, to harvesting tax losses for the stock investor, gain deferral of a stock sale using short-against-the-box sale.
Personal Tax FAQs
Frequently Asked Questions
Generally, if a child or adult lived with you, you can claim them if you can prove support, residence, and financial dependence. Be prepared to provide further information for a more accurate assessment.
Discuss your tax goals with us. Setting realistic goals aligned with potential law changes ensures a tailored plan for long-term tax efficiency.
Changes in your tax situation can lead to owing taxes. Consider talking to your CPA in the last three months of the year and reviewing the marginal tax rate table to understand discrepancies.
With the current high standard deduction limit, consult your preparer if you have significantly changed medical bills, property taxes, or interest paid.
Free Consultation
See How We Can Help You
We want to provide you with the map to your financial success. Our free consultation gives you the opportunity to explore services and experience our team in action. Schedule today!
Or call us directly: (803) 408-0200