Individual Tax Preparation
Navigating tax rules and regulations has become as difficult of a task as learning how to become an attorney. That’s why hiring professionals who maintain their fingers on the pulse is so crucial these days. With us, you can trust that you’re getting experienced and current expertise to help you address relevant tax matters. We offer comprehensive individual tax return preparation services, including:
- federal and state income tax returns
- quarterly estimated tax payments
- year-end tax planning
- related ancillary services
You can expect to hear from us around December/January each year, as we send you a client organizer to start putting your tax documents together. The organizer contains a refresher of what you provided us last year, as well as questions for new/different items that may be relevant for this year. Upon receiving all of your tax documents, you can expect a 2-3 week turnaround period, on average.
We will recommend quarterly estimated tax payments, if applicable to your situation. As the year progresses, adjustments to your estimate may be necessary. Once notified of any changes, we will provide you with updated estimates along the way, so you do not severely over- or under- pay.
Upon your request, we will schedule meeting(s) to go over your taxes around November or December. This is a great opportunity to not only measure out what your potential tax liability will be, but also to coordinate any year-end tax strategies that save you money.
