Careful Research and Preparation of your personal income tax returns with the objective of calculating the lowest federal and state income tax that you owe by law.
Determining what income is taxable and what is not to ensure that you pay tax only on the income that the law requires.
Checking all allowable deductions, adjustments, and credits to ensure that we identify every personal and business deduction or credit to which you are legally entitled.
Checking different filing status to see weather a couple will pay the lowest tax by filing joint or separate tax returns.
Calculating all possible options for part-year state residences to ensure clients claim the largest deductions and exemptions allowed resulting in the lowest state tax due.
Look at previous tax returns to identify additional tax deductions or credits that may entitle you to an addition refund of federal or state tax already paid in a prior year. Basic review done at no charge for new clients.