Below is a list of the most common individual services provided. If you have an individual need that is not listed, please feel free to contact me. If I can’t assist you, I will provide you with references to firms who can.
Exploring all legal deductions to minimize your tax bill. This includes sole proprietors (schedule C filers). Many people simply take the standard deductions and miss a lot of the potential deductions available that they might have found by itemizing. The more deductions you can claim, the more cash you get back. Together we will explore all legal deductions to minimize your tax bill.
The goal of income tax planning is to minimize your federal income tax liability. Reviewing your tax situation throughout the current year rather than waiting until the tax filing deadline is one way to help you achieve this goal. Reviewing your tax situation throughout the year enables you to make decisions with a full understanding of the tax impact and helps eliminate surprises on April 15th.
Don’t just pay them, bring the notices in and let me review them. Many times there are alternatives that can reduce or eliminate the amounts due on the notice.