Tax Help and Tax Planning Strategies
Taxes driving you crazy?!?
Let us help!
The following list summarizes the various useful tools and information we provide to help you with your tax situation. Remember that each taxpayer’s financial situation is unique, and you need to develop an on-going relationship with a professional tax adviser.
YEAR END TAX STRATEGIES & PLANNING –
Each year, we provide out clients and friends with information to help develop strategies for year-end tax planning. It has been organized into five sections:
- Tax Planning & Strategies Overview
- What’s New for 2014
- Year-End Tax Planning Checklist for Individuals
- Year-End Tax Planning Checklist for Businesses
- Checklist for Year-End Payroll & 1099 Reporting
ONGOING TAX HELP THROUGH ARTICLE POSTINGS –
We have ongoing articles that explain and provide useful insights for both individuals and businesses:
TAX PREPARATION TOOLS –
We provide out clients Organizers and Tax Questionnaires to guide in gathering the information to prepare accurate income tax returns. We provide additional Organizer pages and tools on-line should they be needed.
- 2014 Tax Organizer Pages & Tax Questionnaires (coming soon)
- 2013 Tax Organizer Pages & Tax Questionnaires
Circular 230 Disclosure: This is to advise you that, unless expressly stated, nothing in this communication (including any attachment or other accompanying materials) was intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding any federal tax penalties, or for promoting, marketing, or recommending a partnership or other entity, investment plan or arrangement to anyone.