Individual & Family Tax Services

Minimize the Tax Crunch

Individual and Family TaxToday’s tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned preparer.

We will prepare all your tax returns and serve as your advocate in all tax matters. We prepare hundreds of returns every year and we know what to look for when your return is prepared. If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business. More importantly, you will have someone to answer your questions during the rest of the year and identify the tax-savers for which you qualify. Here’s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

  • Roth IRA
  • Tax-deductible IRA
  • Child tax credit
  • Child care credit
  • Lifetime gifts
  • Education expenses and credits
  • Flexible spending accounts
  • Health savings account
  • Qualifying property for personal residence gain exclusion
  • Shifting income or deductions from year to year
  • Small business healthcare credits
  • Energy efficiency credits

 

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