Our Services

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

Premium Business Package

 

Premium Individual Package

 

Tax Returns

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.

Please use these Tax Organizers for your 2023 Taxes

Your Tax Cutting Checklist

Whether you're a wage earner, an investor, a business owner, or all three, you should use the tax-cutting benefits available in the tax law. There is little to be gained by paying more tax than the law demands. Identify the tax-savers for which you qualify. Here's a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

  • ☑ Roth IRA

    ☑ Roth 401(k) if employer's plan permits

    ☑ Rollover to Roth IRA

    ☑ Tax-deductible IRA

    ☑ Child tax credit

    ☑ Child care credit

    ☑ Earned income credit

    ☑ Annual gifts to reduce estate

    ☑ Education savings accounts

    ☑ Education expenses

    ☑ American opportunity tax credit

    ☑ Lifetime learning credit

    ☑ Bunching deductions

    ☑ Flexible spending accounts

    ☑ Health savings account

    ☑ Donating appreciated assets instead of cash

    ☑ Qualifying property for personal residence gain exclusion

    ☑ Best filing status

    ☑ Shifting income or deductions from year to year

    ☑ Adoption expense credit

  • ☑ Home office deduction

    ☑ Keogh plan

    ☑ SIMPLE plan

    ☑ SEP

    ☑ 401(k) plan

    ☑ First year expensing of business equipment

    ☑ Year-end bonuses

    ☑ Bad debt write-off

    ☑ Disabled access credit

    ☑Health care tax credit

    ☑ Other business tax credits

    ☑ Tax-free exchange

  • ☑ Tax-free municipal bonds

    ☑ Long-term capital gains

    ☑ Rental property

    ☑ Tax-free exchange

    ☑ Low-income housing credit

    ☑ Small business stock rollover

Check out our tax guides

  • Achieving Balance and Profit as a Business Owner

    The information is presented in a checklist format so you can quickly determine areas of concern in your business and what specific steps should be taken to achieve greater profit in your business. The above tax manual is being updated for current tax law changes and will be available soon.

    BUY NOW

  • Essential Homeowners Tax Manual

    This publication has been prepared solely for the purpose of providing a general tax reference guide to homeowners. It provides an overview of the basic federal income tax laws that are in effect as of January 2016, dealing with the allowable deductions when owning a main home and a secondary home, and the gain exclusion as it applies to both homes.

    INQUIRE

  • Tax Guide for Residential Rental Properties

    The information provides an overview of the basic Federal income tax laws dealing with the most common residential real estate transactions and discusses rental income and expenses, including depreciation, and explains how to report them on a tax return. General passive activity limits are discussed, and the real estate professional law.

    INQUIRE

  • Tax Recordkeeping Made Easy for the Self-Employed

    This publication has been prepared for the purpose of providing self employed individuals with tips on keeping well-organized financial records that will save time and money.

    INQUIRE