Individual Federal and State Income Tax Preparation

We take care to ensure that you receive all the tax deductions available to you. CPA's are required to keep current with continuing education in order to maintain their license as a Certified Public Accountant. Staying current is more important than ever with the many tax law changes in recent years. These latest tax acts represent the largest and most significant tax cuts in the past 20 years. Not only are there great opportunities, but an increase in complexity.

Some things to consider:

• How does home ownership affect the deductions I can take?
• Which closing costs are deductible?
• How much home equity loan interest is deductible?
• How much of the gain from the sale of my house will be taxed? (These rules changed again)
• What are the new educational savings account changes?
• How do home improvements affect my taxes?
• Which moving expenses are deductible?

Individual Tax Planning

We offer tax planning tailored to your situation. Tax planning and tax projections help eliminate unpleasant surprises.

Some things to consider:

• Which educational savings account plan is best for my family?
• What should I be doing to take full tax advantage of my rental properties?
• How should I plan the sale of any rental properties to reduce the tax on any gains?

Financial Planning

We offer family budgeting, investment and insurance planning, retirement planning and other financial tools to help you achieve your financial goals.