Tax Planning and Preparation

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.

I offer the following tax services:

  • Tax planning and compliance.
  • Preparation of tax returns.
  • Federal and state tax audit assistance.
  • Retirement planning
  • Pre and post marital planning
  • Charitable and philanthropic planning
  • Education planning




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