Tax Planning and Preparation

Planning is the key to successfully and legally reducing your tax liability.  Today’s tax laws are very complicated, filing of a simple return can be confusing and lead to overlooked deductions and credits.  I make it a priority to enhance my mastery of the current tax law, complex tax code and new tax regulations by attending frequent tax seminars.  This allows me to continually look for ways to minimize your taxes throughout the year not just at the end of the year.

I use top of the line tax software to prepare taxes and identify potential items the IRS may “red flag” to limit IRS contact.  Your tax return will be filed electronically so you get your refund quicker.

As a client you will have an online shared folder through ShareFile.  Allowing you an easy and secure way to share and store documents.  The signing of your tax documents is secure and simple using RightSignature the easiest, fastest way to sign documents online.

Estate, Trust & Gift Tax Planning & Preparation

Preparation of Estate, Trust & Gift Tax returns. Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.  I work closely with clients and attorneys to help clients understand the tax implications of their decisions and the decisions passed to them by the trust documents. Of special concern within the coming years is the Lifetime Gift Tax Exemption of $12.92 million reverting to $7 million in 2026 unless changes in law come sooner. Prepare now for this possible change that could have a large tax impact for certain individuals.