Tax Strategy & Preparation-Personal

Abundant Tax Strategies has the expertise to provide you with the services that you need. The tax code is complicated and we are dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Good tax planning is essential to saving on taxes.  There are several tax-saving strategies available to both individuals.  These include tax deferral through qualified plans, tax exclusion through proper investments, and shifting income and deductions.  We can review your unique situation and offer cost-effective recommendations.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, phone, or video – whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

We have helped many business owners make sense of this overly complicated process through our excellent organizational capabilities and use of techniques designed to maximize our clients’ tax returns. We work with local clients all over the United States and are well versed in local tax laws.

Protect Your Estate

Estate planning involves more than just writing a will. It is a very dynamic process that determines not only how your assets will be distributed during your death, but also how to distribute your assets during your lifetime. Estate planning also addresses medical and personal decisions that need to be made in the event you are unable to care for yourself.

Whether your estate is large or small, you should designate someone to manage your assets and healthcare decisions for you. Estate planning gives you much greater control of these types of decisions and with proper planning can save you a significant amount in taxes.

This office provides many personal tax services, including the following:

 

  • Individual Tax Planning & Preparation
  • Retirement Tax Planning
  • Inheritance Tax Planning
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups
  • Corporate Tax Strategy & Preparation
  • Business Start Up Tax Strategy
  • Offshore tax planning
  • International tax planning