I translate taxes into money-saving ideas & provide responsive service with a personal touch. My goal is to make the tax preparation process as painless and uncomplicated as possible. I focus on each client’s unique tax situation to maximize deductions and legally minimize taxes owed.
Most people think about taxes only at tax time. However, tackling tax issues throughout the year can often result in significant tax savings and less stress. The best way to pay the smallest tax bill is to stay on top of tax tasks year round. By keeping current on constantly changing tax laws, I am able to identify personal tax planning opportunities that can reduce your current and future tax liabilities. Many of my clients find that mid-year or year-end tax planning helps get the best possible tax results come April.
Tax Preparation Services
- Individual Returns
- Business Returns
- Estate & Trust Returns
- Gift Tax Returns
- Estimated Taxes
- 1099 Preparation & filing
Tax Specialties
- Small business taxes
- Sole proprietors (Schedule C)
- Partnerships & LLCs
- S-Corps
- Multi-state individual returns
- Amended returns & past due returns
- IRS tax problems
Tax Planning & Strategies
- Charitable giving strategies
- Gifting strategies
- Tax loss harvesting
- Tax efficient investing
- Income shifting/postponing
- Timing of itemized deductions
- Business startup tax considerations
- Home purchase & sale planning
- Finance and refinance planning
- Education planning strategies
- Retirement saving strategies
- Minimize taxes in retirement
- Easy tax record organization
- Budget & cash flow planning