Income Tax Planning and Preparation

A continuing education requirement keeps CPAs up to date about constantly changing tax laws so they can provide prudent, year-round tax management counsel.

As your CPA, we will assist with:

• Designing strategies you can follow throughout the year to reduce your taxes, save money and achieve a smoother tax preparation process
• Clarifying the impact of the latest tax laws, legislation and IRS rules on your tax liability
• Identifying the long- and short-term tax consequences of your spending, investment and other financial decisions, and advising you on the steps you can take to reduce your future tax liability
• Counseling you through tax return issues, completing all required forms and compiling necessary backup materials
• Explaining what the numbers mean and ensuring you are complying with the law, so you know what’s in your return and can be confident in its accuracy