Tax Return Preparation

The best time to save money on your taxes is four to sixteen months before they are due, and this requires expert planning. We provide one-on-one pro-active tax counsel to meet your unique personal and business needs. The typical client benefits the most from expert tax advice in:

  • Year-end strategic planning to help minimize your tax liability
  • Effective and timely structuring of your personal and business transactions
  • Executive compensation planning
  • Money-saving self-employment and payroll strategies
  • Successful retirement and estate planning

Don’t wait, contact us today for a tax return preparation and tax filing consultation.

Income & Deduction Checklist:

Salaries (W-2)Lump Sum Distributions (1099R)
Interest & Dividends (1099)Rentals
State or Local Income Tax Refunds (1099G)Royalties (Schedule K-1)
AlimonyPartnerships (Schedule K-1)
Self-Employment Income (1099-MISC)Estates or Trusts (Schedule K-1)
Sale of Personal Residence (1098)Farm Income
Sale of Investments (1099B or 1099S)Unemployment Compensation (1099G)
Sale of Business PropertySocial Security Benefits (1099SSA)
Installment SalesGifts, Awards or Prizes (W-2G)
Pensions, Annuities, IRAs (1099R)Income from Tips
Contributions to an IRA, KEOGH, or SEPMortgage Points Paid
Self-Employment Health InsuranceInvestment Interest
Penalty on Early Withdrawal of SavingsCash Charitable Contributions
Alimony PaidMoving Expenses
Medical Expenses (including mileage)Other Personal Expenses
State & Local Income TaxInvestment Expenses
Real Estate TaxEmployment Related Expenses
Mortgage InterestOffice In Home Expenses
Child Care ExpensesHousehold Employees

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