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General Information: info@claxtoncpa.com

Our tax services address the needs of a client in the following areas:

• Tax return preparation
• Tax planning
• Tax representation.

This process takes several steps:

• We meet with a client to determine the issues that affect the return to be prepared.   During this interview we will explore potential areas where additional tax deductions can be uncovered, or tax credits can be applied.
• We search for all the legally allowable tax-advantage strategies that may apply to your situation.
• We review a client's income sources to determine how income can be enhanced in subsequent years or where applicable deductions can be sought.
• Based on the interview with the client, we may request additional information to complete the process.
• We use sophisticated software in preparing tax returns.  One of our CPAs organizes the tax return data for input by an associate.  A CPA then reviews the completed return for accuracy.
• We prepare returns for all states which have an income tax and for other types of returns required by other jurisdictions.
• We offer electronic filing to allow you to receive your refund faster, if you choose.

Proper tax planning requires an understanding of your situation and the tax implications of the types of activities and transactions you engage in.

Our objective is to assist you in structuring those activities so as to maximize income while minimizing the tax impact.

Effective tax planning begins early in the tax year and should be reviewed and monitored throughout the year.

There should never be a need to fear if your tax return is selected for examination or if you need to deal personally with a taxing agency. A return may be selected at random for audit, or the taxing agency may just be looking for additional information or substantiation for a position taken on a tax return. We will represent your interest before the taxing authorities to obtain as fair, impartial and favorable treatment as is possible in accordance with tax laws.

You need a CPA to balance the requirements of tax compliance with the ingenuity of innovative tax planning, tax reporting and tax representation before the Internal Revenue Service, (IRS) and other taxing authorities.  Our professionals are ready, willing and able to apply our expertise to your unique situation. We provide these services to individuals, partnerships, corporations, non-profit organizations, estates and trusts.

 

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