With Expert Planning

Tax Planning and Preparation Services

Tax planning and preparation services are available to individuals and small businesses. The various services are noted below. I strongly encourage my clients to contact me when they have a change in their financial circumstances since this may have an impact on their tax liability. Uncertain as to whether there is a tax impact? Please call. I do not charge my clients for inquiries that may be answered quickly.

Tax Services Provided:

Individual Tax Preparation and Planning Services

Electronically-filed federal, state, and local taxes (when available) as well as estimated tax vouchers, when applicable. Tax organizers are provided to those clients that find the organizers helpful as they gather the tax documents. Year-end tax planning services are highly recommended to take advantage of any appropriate actions still available to the clients before the end of the year.

Small Business Tax Preparation and Planning Services

Federal, state, and local income tax preparation and planning services for unincorporated business (such as sole proprietors, partnerships, Limited Liability Companies), and incorporated businesses (such as S Corporations and corporations).

Other Tax Services

• Gift Tax Returns
• Trust Returns
• Estate Income Tax Returns
• Business Entity Choices
• Retirement Plan Options

Menu of Engagement Options:

These packages were designed to offer expanded levels of service at a fixed price, with clear expectations for the calendar year. You select a level of service that meets your needs for the coming year at a fixed price, and I will commit to that service. The deadline to sign up for the Premium or Standard Plus package is January 31.

Standard Plus and Premium are for those individuals who are looking to avoid costly mistakes and who commit to making tax planning an important part of managing their finances. While tax preparation services are important to meet compliance requirements, that service alone may not mean you are paying the least amount of tax you are obligated to pay. Tax planning provides an opportunity to manage the timing of income and deductions, with the goal of minimizing taxes.

Premium:

For those individuals who seek various services throughout the year and see value in having their various professionals collaborate on providing advice, planning, and execution.

1. Income tax return preparation for the tax year, including applicable estimated tax payments based on information known when returns are completed.
2. Income tax planning meetings, twice a year, mid-year (July/Aug) and before end of year (November/December)
3. Adjustment to withholdings or quarterly estimated tax payments, as needed.
4. Respond to IRS and local government notices regarding any issues which arose due to the firm’s oversight for returns prepared by this firm.
5. Respond to IRS and local government notices regarding any issue which arose due to client’s oversight for returns prepared by this firm.
6. Preparation of required amended tax returns to correct errors in reporting or revised information made available after the filing of the income tax return referenced above or income tax returns prepared by this firm in a previous year.
7. Research and written opinion on tax issues pertaining to your facts.
8. Unlimited telephone and e-mail responses for tax questions not requiring research.
9. Participate in discussions with financial advisor, estate planning attorney, and other advisors to address tax issues regarding investment strategies and estate planning strategies; review estate planning documents to provide guidance on tax-related issues.
10. Participate in discussions with family members regarding estate planning issues.

Standard Plus:

For those individuals who want to be proactive in their tax planning on a more limited basis. This level would be recommended for those clients who realize bonus payouts or have income that varies from year to year.

1. Income tax return preparation for the tax year, including applicable estimated tax payments based on information known when returns are completed.
2. Income tax planning meeting before end of year (November/ December).
3. Adjustment to 4th quarter estimated tax payments, as needed.
4. Respond to IRS and local government notices regarding any issues which arose due to the firm’s oversight for returns prepared by this firm.
5. Respond to IRS and local government notices regarding any issue which arose due to client’s oversight for returns prepared by this firm.
6. Preparation of required amended tax returns to correct errors in reporting or revised information made available after the filing of the income tax returns referenced above.
7. Unlimited telephone and e-mail responses for tax questions not requiring research.

Standard (not available to new clients):

For those individuals who want to comply with income tax filing requirement without added services.

1. Income tax return preparation for the tax year, including estimated tax payments based on information known when return is completed
2. Respond to IRS and local government notices regarding any issues which arose due to the firm’s oversight for returns prepared by this firm .
3. Unlimited telephone and e-mail responses for general tax questions not requiring research or calculations.