Individuals
Tax Return Preparation
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We have been preparing personal and business tax returns for over 20 years for residents across the U.S. and abroad. That experience means you can avoid wasting your time learning complicated tax laws and staying up-to-date with constant changes needed to prepare your own returns, and trust us to handle your taxes for you. With so much room for mistakes that can cost you time and money, why not trust a tax professional to do the work for you?
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During your tax appointment, whether in-person or remote, we prepare, review, and scrutinize your tax returns. Our 1-on-1 tax preparation services mean you have a tax professional to answer all your tax questions and to point out potential tax credits and savings opportunities. We then use our professional tax software to thoroughly analyze your returns before sending them to the IRS, creating a smooth tax process. Even the best tax software can't replace an experienced tax professional, who will be able to understand your circumstances or any changes in a practical way and use them to improve your tax picture.
Year-Round Service
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Hiring experienced tax professionals from a trusted and established firm means that we will be here for you even after your taxes are filed. We will be available year-round in case you have questions about the tax ramifications of an upcoming decision, purchase, new business, or change in circumstances. We can run a tax projection to help you provide valuable information that will be useful in your decision and so you won't be surprised once tax season comes around.
Tax Planning
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Tax Planning is an important and underutilized tool to reduce your tax liabilities and maximize your returns, all within the bounds of the tax code. We work for you, not the IRS, so our goal is to reduce your tax liability as much as allowed by law to keep more of your hard earned money in your pocket! During your tax appointment, we can recommend strategies to maximize your credits and refunds and minimize your tax liability, but there is potential for even more tax savings with tax planning. Tax planning is a much more involved process that requires understanding your entire tax circumstances, as well as your goals for yourself and your business. By using strategies such as tax liability deferral, advantageous timing of your income/expenses, tax-friendly investment options, and more, we can plan ahead throughout the year to potentially save you and your business much more.
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Additionally, we constantly monitor changes in tax laws so we remain continuously informed of potential tax savings strategies throughout the year and to provide a better outcome on your tax returns. If needed, we can review tax returns you filed elsewhere (sometimes up to 3 years back), to see if there are any correctable mistakes or new laws that can be applied retroactively for a beneficial outcome that would warrant preparation of an amended return.