Tax Preparation

A major goal of tax planning is minimizing federal income tax liability. This can be achieved by:

  • Reducing taxable income through income deferral or shifting
  • Deduction planning
  • Investment tax planning
  • Year-end planning strategies

Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and we're here to help with:

  • Federal, state, and local returns for individuals and Schedule C business
  • Electronic filing for faster refund
  • Appointment or “Drop Off”
  • Year-round availability
  • Strategies to help lower your tax obligation

Contact us today to find out more about how we can assist with your text preparation needs.