Timely, accurate preparation of complex individual income tax returns is one of our specialties, including multiple-state reporting.
We can respond to a broad variety of other needs for individuals and their families, as well. For families with children, we can help develop financial plans to provide for their education.
For executives, we can assist in tax planning for incentive stock options and financial planning for retirement. We can also help clients set up personal accounting records using inexpensive programs like Quicken, and assist with retirement and estate planning.
For retired persons, we can help in planning distributions from retirement plans and help in managing personal finances, including paying bills and accounting for personal transactions.
We can give you some general guidelines relating to investment strategies in order to accomplish your financial objectives and manage risk. We can also refer you to professional investment advisors, since we can not recommend specific investments.
We're here all year round to answer your questions, and we are qualified to represent you before the tax authorities in case your tax return is audited.
"Not only (is Mike accessible), but he returns calls. I go back with Mike a long way. Over the years, our relationship expanded. He helped me considerably with estate planning. When he set up shop on his own, there was no question - I was going to go with him." -Rip Taylor
To find out if we are the right CPAs for you, call Dawn Gray today at (408) 918-3166.
For more information about real estate investment taxes, visit our articles.
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