Families & Individuals

Taxes impact a large portion of our lives. Proper planning is vital to make sure you and your family take the right steps to protect your wealth. Seemingly minor mistakes can potentially end up costing a family thousands in taxes. Through our tax planning and tax preparation services we take an in-depth look at your finances to make sure you do not miss any opportunity to save taxes.

We understand that no one likes taxes. But through the advice of a certified public accountant, you can access services that help ease the burden. Our goal is to make sure you pay the least amount of taxes by utilizing our tax planning and/or preparation services. 

You should use the tax-cutting benefits available in the tax law. There is little to be gained by paying more tax than the law demands. Identify the tax-savers for which you qualify. Here’s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

  • Roth IRA
  • Rollover to Roth IRA
  • Tax-deductible IRA
  • Child Tax Credit
  • Income shifting to children
  • Child care credit
  • Earned income credit
  • Lifetime gifts
  • Education savings accounts
  • Hope scholarship credit
  • Lifetime learning credit
  • Bunching deductions
  • FSA's & HSA's
  • Donating appreciated assets instead of cash
  • Qualifying property for personal residence gain exclusion
  • Best filing status
  • Shifting income or deductions from year to year
  • Adoption credit