Thursday, April 18th, 2024
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TAX PLANNING

We prepare all personal and business income tax returns, including partnership, corporation, S corporation, and limited liability company returns. In addition to federal returns, we prepare all required state tax returns, as well as multi-state returns for those clients who work in several states during the year or move to a new state. We believe in tax planning, and to this end, we can prepare tax projections for our clients.

Specialty situations that may raise tax related issues include:

  • Marriage, separation or divorce
  • Pay raise or large bonus
  • Substantial stock transactions
  • Partnership, rental or other investment transactions, including purchases and sales
  • Home purchase or sale

In the event that you are contacted by a taxing agency, we are prepared to represent you.

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