Tax Planning

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

The tax planning resources found on our Web site provide you with a wealth of information to help you maximize your returns to your best advantage.

Articles

General Tax Planning

• Tax planning for income
• Tax planning for the self-employed
• Taxation of investments
• Year-end tax planning

Tax Credits and Deductions

• Qualifying for the home office deduction

Taxes and Insurance

• Tax planning tips: disability insurance
• Tax tips: health insurance
• Tax tips: long-term care insurance Accelerating deductions/postponing income

Decision Tools

General Tax Planning

• Accelerating deductions/postponing income
• Accelerating income/postponing deductions
• Remarriage with children: income tax considerations

Tax Credits and Deductions

• Tax credit sampler

FAQs

General Tax Planning

• Are my Social Security benefits subject to income tax?
• What is my tax bracket?
• What is the kiddie tax?
• What's the difference between an "injured spouse" and an "innocent spouse"?

Tax Credits

• Can I take the tax credit for child care?
• Now that my child is in college, am I entitled to any education tax credits?
• What are the Hope credit and the Lifetime Learning credit?

Tax Deductions

• Can I deduct home office expenses?
• Can I deduct the cost of improvements or repairs I've made to my home?
• How do I deduct and substantiate my gambling losses?
• My town has assessed against me a real estate betterment for new sewer lines installed in my street. May I deduct this amount on my tax return?
• We just bought our first home. What can we deduct from the settlement statement?

Taxes and Child Support/Alimony

• Are my alimony payments considered taxable income?
• What are the tax implications of child support payments?