We offer a customized tax plan plus up to a one-hour appointment afterwards to review the plan with you for $199.00.
The Online Interactive Tax Organizer will allow you to organize your tax information online, so we can design a plan customized for you. This "next generation" Tax Organizer provides you with a convenient way to collect and share your tax data with us. For returning clients, you will only need to let us know about any specific concerns you might have.
To start using the Tax Organizer, please log in above or
register here.
Sample sections of the plan that can be included, depending on your tax situation, are:
- Introduction
- How the Tax System Works
- Taxable and Non-Taxable Income
- Make the Most of Adjustments to Income
- Make the Most of Itemized Deductions
- Make the Most of Personal Exemptions
- Understand Tax Brackets
- Make the Most of Tax Credits
- Avoid the Alternative Minimum Tax
- Keep Smart Records To Audit-Proof Your Return
- Understand Audit Odds
- Withholding and Estimated Taxes
- Amended Returns To Claim Lost Savings
- Family, Home, & Job
- Prepare for Your Wedding
- Minimize the Tax Bite of Divorce
- Prepare for Your New Baby
- Tax-Smart Day-Care Choices
- Avoid "Kiddie Tax"
- Tax Strategies for College Savings
- Tax Strategies for College Students
- Tax Strategies for Supporting Your Parents
- Charitable Gifts of Cash
- Charitable Gifts of Property
- Own Your Home for Tax and Investment Benefits
- Make the Most of Home Equity Interest
- Make the Most of Your Vacation Home
- Make the Most of Employee Business Expenses
- Make the Most of Your SIMPLE IRA
- Make the Most of Your 401(k) Plan
- Make the Most of Nonprofit Retirement Plans
- Make the Most of Health Savings Accounts
- Make the Most of Flexible Spending Accounts
- Tax Strategies for Stock-Based Compensation
- Tax Strategies for Americans Abroad
- Tax Breaks for Military Personnel
- Tax Strategies for Energy Efficiency
- Tax Strategies for Clergy
- Your Business
- Document "Business Intent" to Preserve Tax Breaks
- Tax Choices for Startups
- Strategies for Limited Liability Companies
- Strategies for "S" Corporations
- Strategies for "C" Corporations
- Maximize Car and Truck Deductions
- Buying vs. Leasing Your Vehicle
- Make the Most of Business Meals/Entertainment
- Make the Most of Business Gifts
- Make the Most of Business Travel
- Make the Most of Home Office Deductions
- Make the Most of Business Equipment
- Separate Entities for Business Assets
- Gift-Leasebacks for Family Tax Savings
- Employees vs. Independent Contractors
- Take Advantage of "Certain Fringe Benefits"
- Hire Your Family
- Consider Health Savings Accounts
- Consider a Section 125 Plan
- Consider a Medical Expense Reimbursement Plan
- Consider an Education Assistance Plan
- Consider a SIMPLE IRA
- Consider a Simplified Employee Pension (SEP)
- Consider a Profit Sharing Plan
- Consider a 401(k) Plan
- Consider a "SIMPLE" or "Safe-Harbor" 401(k)
- Consider a Cross-Tested Plan
- Consider a Defined Benefit Plan
- Consider Non-Qualified Deferred Compensation
- Your Investments
- Make Smart Use of Tax Deferral
- Make the Most of Your IRA
- Early Withdrawals from Retirement Accounts
- Minimum Required Withdrawals
- Consider a Roth IRA
- Employer Stock in Your Qualified Plan
- Minimize Tax on Social Security Benefits
- Tax-Smart Cash Choices
- Tax-Smart Bond Choices
- Municipal Bonds for Tax-Free Interest
- Tax-Smart Stock Choices
- Understand Mutual Fund Distributions
- Tax-Efficient Funds for Taxable Portfolios
- Separate Accounts for Taxable Portfolios
- Buy and Sell Funds Efficiently
- Harvest Tax Losses
- Tax-Advantaged Income Generators
- Consider Low-Income Housing Tax Credits
- Immediate Annuities for Tax-Advantaged Income
- Fixed Annuities for Tax-Deferred Savings
- Variable Annuities for Retirement Savings
- Tax Strategies for Permanent Life Insurance
- Make the Most of Investment Expenses
- Qualify as a "Trader" for Bigger Deductions
- Consider a "Mark-to-Market" Election for Traders
- Entity Structures for Ultimate Trader Tax Savings
- Depreciate Real Estate for Maximum Savings
- Real Estate Repairs vs. Improvements
- Tax Credits for Real Estate Investors
- Hire Your Spouse to Manage Your Property
- Hire Your Family to Manage Your Property
- Establish a Corporation to Manage Your Property
- Maximize Your Rental Real Estate Loss Allowance
- Tax Opportunities for "Real Estate Professionals"
- Real Estate in Retirement Accounts
- Minimize the Tax Bite on "Dealer Properties"
- Cashing Out
- Exclude up to $500,000 in Home Sale Gains
- Tax-Smart Business Sales
- Installment Sales for Business and Real Estate
- Sell Your Business to an ESOP
- Understand Capital Gains
- "Tax-Engineered Products" for Single-Stock Gains
- Section 1031 Exchanges to Defer Tax on Sales
- Charitable Trusts for Appreciated Assets
- Consider a Family Limited Partnership or LLC
- Avoid Probate on Taxable Assets
- Minimize Estate Tax
- State Taxes - for any state
Please contact us to let us know any of your specific concerns related to your tax plan, or to schedule an appointment, by using the form below:
