TAX PREPARATION
We provide comprehensive tax planning and preparation of all tax returns, federal, state and local taxes, covering sales tax, property tax and unemployment taxes. We prepare any means necessary to protect your interests, save you time and provide them to you for your review prior to the filing date.
We are a full-service tax office. We are not available solely during tax season, but all year. If, at any point during the year, you have a tax question or concern, give us a call- we are here to assist you. In fact, we suggest meeting in June or July for a mid-year tax review and planning session. This is one of the best ways you can prepare for next tax season.
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TAX PLANNING
Tax Planning is at the very core of what we do so you should never be surprised at the outcome of your tax return. As Dave Ramsey always 
says, “Do things on purpose, when it comes to taxes.”
That statement has never been so true.
We like to meet with our clients twice a year to look at current income and tax situations. The first time is to go over previous years’ return and start looking at what happened last year. We like to reflect on what you are doing this year and how that will effect the coming year’s tax return. We will make recommendations and discuss the pro’s and con’s of each one of the options. The second time we like to meet is some time in late third quarter, August or September. We like to review year to date information and see how that will line up with what we discussed earlier in the year.
Tax advise is only good in the year it was advised for. After December 31, there is not much we can do, so talking with a professional prior to the end of the year is incredibly important for any successful tax plan.
