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My Tax Services
Family & Individual tax return preparation
Comprehensive Interview to understand your personal tax situation
Review of Prior Year Returns
Tax evaluation to maximize your savings
Electronic (& Direct Deposit) filing for Federal and all states
Employee Benefits review to optimize pre-tax vs. deduction savings
Financial and Investment Products review to maximize your tax savings
Personal Tax Plan showing you specific tax strategy
My clients and their families receive professional tax solutions at competitive prices. I not only prepare their returns but also go through a comprehensive interview where I do the work of understanding and documenting your tax file to make sure that all tax savings opportunities are explored. I don't blindly review tax forms but discuss your employment benefits and family expenses such as (health insurance deductions and health expenses) and show you which options works best on your annual tax return. I also help you evaluate different financial products that provide extra tax savings and can help you plan for the big steps in life (buying a house, having children). I prepare your return using professional tax software and provide options for e-filing. At the end, I will not file your return before we meet a second time and you have had a chance to review and approve your return. For your review, I develop a personal tax summary that shows you, in an easy to understand way, your return and tax opportunities that apply specifically to your case.
Ever thought you have not explored the most tax efficient ways to pay for your health, prescription, dental, or vision expenses? Or wondered how you can get the most tax efficient downpayment for a home purchase? Or thought about how to tackle college bills for your children? Let me help tackle these questions as I work on preparing your return.
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My Unique Approach:
(1) The Tax Interview - On our first meeting I will review your tax information and go through tax questions that will apply in your case. Based on that information, I will present any additional items we need to consider.
(2) The Tax Preparation - I will prepare your current year tax return and develop a personalized tax plan that will show tax options and savings opportunities. I use professional tax software and research tools and I provide options for e-filing (both Federal and state), direct deposit, and others. Your return will not be filed until our next meeting when you will have a chance to review and ask any questions.
(3) The Tax Counseling Session - On our second meeting you will have the chance to review your tax return and we will discuss the personalized tax plan I have prepared. The tax plan will provide an easy to understand summary of how different changes in your financial planning will provide tax savings. Finally, I will obtain your approval to file your return.
I work by appointment only. Please call me to schedule an interview in advance. I schedule appointments with flexibility to your schedule, including after business hours and weekends.
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