Individual Services

It is our goal to see that you pay no more tax than the law requires. We prepare many returns every year and know what to look for when your return is prepared. We are available all year for questions and planning. Tax law is complicated and ever changing. Likewise an individual's financial situation also changes and different rules may be applicable from one year to the next. We will review three previous returns for a new client without charge. Call us for a no-charge initial conference or to schedule a tax preparation appointment.

INCOME TAX PREPARATION AND COMPLIANCE SERVICES

• Federal and all states
• Electronic filing

TAX AUDIT ASSISTANCE AND REPRESENTATION

INCOME TAX PLANNING

• Filing status
• Dependent issues
• Self-employed business owners
• IRA/Retirement contributions/withdraws
• AgriPlan/BizPlan Section 105 benefits
• Employment for family members
• Cafeteria plan participation
• Capital gains/losses/installment sales
• Rental properties
• Estimate tax payment timing
• Depreciation/Section 179 planning
• Education funding/deductions/credits
• Business vehicle use/buy/lease
• Shifting/deferring income

RECORD KEEPING FOR TAXES

• Logbooks for vehicles
• Documentation/record retention