We strive to help every client take maximum advantage of all legal opportunities to save on taxes. This requires long term planning.  We prepare individual, corporate, partnership, estate and trust, and non-profit tax returns.  We have specialized expertise advising owner-operator businesses, same sex couples, real estate investors, non-resident returns, US citizens investing and doing business oversees and foreign asset protection trusts.

 

Tax Organizer

Download a Word file of Tax Organizer

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Our custom designed Tax Organizer provides our clients with a comprehensive checklist of items needed to prepare your tax returns so you can better identify questions and organize documents.

 

Tax Law Updates

Click Here for PDF of Tax Law Update January 5, 2025

 

The U.S. tax code undergoes frequent and significant changes as competing political interests and economic philosophies are translated into tax law. The Republican victories in the 2024 Presidential, Senate and House elections paved the way for tax legislation to enact changes President Trump campaigned on, including a 15% corporate tax rate, no taxes on Social Security and tip, and extending many of the Tax Cut and Jobs Act (TCJA) provisions such as Section 199A Qualified Business Income Deduction (QBID) and accelerated depreciation for business property. Under current law, the entire TCJA expires at the end of 2025.  We are monitoring tax legislation. 

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Current law has expanded tax credits for residential clean energy systems (like solar panels), energy efficient home improvements (windows, doors, insulation, air conditioning systems, furnaces, biomass boilers and biomass stoves) and electric vehicles primarily made in USA for 2023 - 2032. This article updates: Enhanced Energy Credits, Capital Gains Tax, Net Investment Income Tax, Retirement Funding Limits, and TCJA Provisions (including updated phase outs) and provides some tax optimization strategies.  TCJA has major provisions set to expire at the end of 2025 including Section 199A Qualified Business Income Deduction (QBID), 21% corporate income tax rate, and liberalized depreciation rules.  Download our Tax Law Update to learn all the details and strategies.  

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Privacy Policy:  All data collected is used exclusively to provide you professional services and will be safeguarded.  All client matters are strictly confidential per the American Institute of CPAs Code of Professional Conduct and our state licensing boards.

 

Data Security: We utilize industry leading data protection methods to secure client confidential information.  We encourage clients to use secure data sharing sites like Dropbox and Google Docs to share information with us.  We also use MEO which is free, easy to use encryption software available for both Mac and Windows.  MEO Software can be downloaded free at: MEO Encryption Software.  

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