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Taxes

Tax Preparation

We are in the business of preparing taxes for individuals, partnerships and corporations.  We will work with you to develop, document and implement general tax strategies appropriate for you and your business. Given the opportunity, by projecting and planning in November or December, we can often reduce your tax liability and eliminate a lot of the surprises that can occur in last minute returns. We not only assess the possibilities but aide you in keeping detailed records that substantiate and allow for more aggressive tax deductions.  All of which will give you added assurance for each financial adjustment and the best possible outcome on your tax return.

Access to Prior Tax Returns

WealthCare has a secure, encrypted, online portal.  It's easy to use and gives you access to your tax returns to review and print at any time.  Using the portal to complete your organizer will speed up the processing of your tax return (and will save you up to $25 on your tax preparation fee).  If you become a portal user you will also have the option of signing and submitting your form 8879 electronically.

If you would like to give it a try, please email us at [email protected].  You will then receive an email with a link that you can follow to set up your portal user ID and password.    If you have any troubles, please give us a call.

If you are already a user of the WealthCare portal and would like to view your prior year tax returns, please click here.

Resources

Tax Calendar

A list of important dates from the federal tax calendar

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

Tax Questions?

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