Tax Planning & Education
- Inform clients of various tax savings strategies
- Educate business and individual clients on the deductibility of various expenses
- Prepare tax projections during the year to eliminate April 15th surprises
- Help clients assess what exemptions to claim on their W-4 Forms to balance end of year refunds with weekly take home pay
Tax Returns
- Preparation of returns and review of past year returns for accuracy and prepare amended returns if needed.
- Individual
- Partnership
- Corporation
- Gift
- Trust
- Estate
- Not-For-Profit
- Sales Tax
- Payroll Tax
