Tax Services
“We prepare every return as if it were our own.”
We spend much of the last quarter of the year reviewing the latest changes in the tax laws with our clients. Many clients make appointments to plan for the upcoming tax season. We will discuss the advisability of deferring or advancing income and deductions in order to minimize their tax liability. Attention is paid to the possibility of the Alternate Minimum Tax, which is beginning to impact more middle class taxpayers than was ever expected. Careful planning is required to avoid this tax trap.
We prepare each return as if it were our own. We search for every deduction and credit. We will examine whether you should file a joint or separate return. All returns are prepared in a timely manner.
We represent our clients during tax audits. Our 45+ years of experience is critical to the protection of our clients. The IRS mails MILLIONS of tax notices each year. Over half of these notices are incorrect and ask for money that is not due. Many people pay these notices out of fear, even though they do not owe any additional taxes. We recently saved one of our clients over $4000 that the IRS wanted just because the social security number of one of the client’s children was transposed. We will not let our clients overpay the government.
