Yes, that is correct! This flat fee includes federal and state returns with paper filing. It is available to both our clients and non-clients.
This affordable service can add tremendous value for existing clients. Taxes are an important aspect of financial planning and are often ignored or underestimated by other firms. We are a one of only a few firms that can offer tax and investment advice. This allows us to discuss tax-saving opportunities while proactively coordinating your investment/financial planning with your tax strategies. This coordination is required for true financial planning and can drastically improve your bottom line. This is another of the ways that we differentiate ourselves from the many others who call themselves "financial advisors/consultants/planners" (often brokers, registered reps, or insurance agents that are not fiduciaries), but have never looked at their clients' tax returns and/or are prohibited from giving tax advice.
We specialize in income tax preparation and planning and will identify tax-saving approaches that apply to your situation, taking the deductions you are legally entitled to. We work with you throughout the year, not just when it’s time to prepare your return. If you’re like most people, your taxes represent your largest annual expense, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to achieve your goals.
You might be able to save on taxes by:
-Restructuring your investment portfolio to produce a higher after-tax return
-Properly shifting income to dependents in a lower tax bracket
-Claiming often overlooked deductions and credits
-Utilization of tax-free, tax-deferred, and tax-favored accounts and investment
-Maximizing qualified plan and IRA contributions
-Proactively planning and coordinating financial planning with your tax strategies
We will even review your previous years tax returns when utilizing this service for the first time. This service is currently available to non-financial planning clients and there is no requirement to use any of our other services.
Tax returns done by appointment. Call 859-233-1083 or e-mail to set day/time.
Items to bring (shortened list)
Income - W-2's, 1099's, etc.
Interest paid - Mortage/Student Loan/Investment Interest
IRA contributions
Medical expenses (if over 7.5% of adjusted gross income)
Taxes paid - real estate, vehicles, estimated taxes
Charitable donations - receipts
Previous year's tax return (if first time customer)
Business/Rental real estate income/expenses/mileage items, if applicable
Any other statement/item that is related to your taxes. When in doubt, please bring the items in question
*Additonal state returns and complex returns (business owners/landlords/etc.) may have additional fees. For e-filing, additional fees may apply.