Making History together…
We will review…
- 2014, 2015 Completed Tax Returns
- Identify possible mistakes or missed opportunities
- Changes in 2015
- Life – marriages, divorces, dependents
- Income – promotions/raises; active/passive or capital gains
- Laws – up to date tax law changes or extensions that could directly affect your return
Prepare and Deliver Your Federal and State Tax Returns
This is a two meeting process because we believe in taking the time to getting it right. By double and triple checking your return, we ensure maximizing accuracy to ultimately minimize your tax liability. Your first meeting will be with our accounting staff to record your financial data in the right schedules for your tax return. During your second meeting, you will review your return line by line with a certified tax coach to understand your tax return and, more importantly, identify possible opportunities to reduce your overall annual tax obligations within the guidelines of the IRS Code.
