Tax Prep & Plan Services

Prep.

Personal financial planning involves formulation of realistic goals for your future financial security. Carol will perform an assessment of your current conditions and help you establish your goals for both short-term and long-term time frames. After determining the your goals, Carol can develop and help you implement strategies to meet those goals.

Plan.

Your financial plan would include goals for current income needs and future financial security, children’s education, retirement and transfer of wealth. The services would extend to the settlement of your estate by helping you plan to facilitate the transfer of assets to avoid probate and minimize inheritance taxes and ease the transition for your heirs by assisting your work with an outside attorney. Tax preparation requires planning as well as making the most out of the current United States tax laws and regulations. Working within the rules provided, Carol will assist you in your understanding and compliance of the tax code and insure you comply on a timely basis for your personal and business needs.

Review.

Carol can work closely with your personal investment advisor as to the proper allocation of your investments, budget requirements, and tax considerations of all investments which will be most suitable for your individually situation. Carol can assist you with the record keeping tasks associated with owning investments and tracking the income from each for tax purposes