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Individual Accounting Services
Individual Services - Having a professional prepare your income taxes can be very important since tax laws are ever-changing. We can prepare your Federal and multi-state annual tax returns, and assist you with important tax planning that can have a major impact on your return. At our office you will have a group of professionals available year-round for effective tax planning and assistance on any questions. It is important to utilize your tax professional year-round because of the many tax-saving opportunities and make sure you are taking full advantage of them.
- 1040 Tax Preparation and related schedules
- Roth IRA Conversions – discussions and analysis of tax ramifications
- Calculation of IRA Required Minimum Distributions
- Calculation of Capital Gain Transactions for stocks and other assets
- Like-kind Exchange (Section 1031) tax reporting and advice
- Correct Tax Reporting of Investment Transactions
- Retirement Planning Advice
- Real Estate Investing Advice
- Calculation of Educational Tax Credits
- Calculation of Energy Tax Credits
Estate Planning
Estate Services - We are here to provide estate planning so you can come up with the most favorable scenario regarding your income and assets for tax purposes that will benefit your heirs.
- Review of wills with advice and recommendations
- Assistance with the NEW Stepped-up tax basis rules (effective January 1, 2010)
- Updates on new developments-significant change is scheduled for January 1, 2011 unless Congress passes a new law
- Probate Assistance
- Preparation of Income Tax and Inheritance Tax Returns
- Gifting advice and preparation of tax returns
- Trust and Estate Tax Preparation and Advice
- Decedent Tax Returns
- Testamentary Trusts
- Living Trusts
We also can help protect you from audits by giving you guidance on allowable deductions to prevent audits. If anything occurs you can rely on us to be there to represent you if any questions might arise with the taxing authorities.
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