Individual Tax Planning and Preparation
Planning for next year’s events? Family situations and changes should be part of the work you do with your tax professional. Having an open and regular dialogue with your tax professional is the key to avoid surprises. We help you not only file your taxes annually, but also plan for the future.
Individual Tax Planning
As your trusted tax planner and preparer KITS will help you as you travel the pathway of life. We pride ourselves on being especially knowledgeable and able to help you navigate the transition periods of life. Whether that be graduating from college, starting a business, or entering retirement. We can help you understand the impact of your choices as your needs change
A tax preparer should be more than that. They should be your tax planner and make sure you are navigating the taxing waters in the best way possible to ensure your greatest returns.
As you plan for the future, we can run scenarios for the next 5, 10 or 20 years based on current tax laws and changes in your life or the lives of your loved ones.
Tax Preparation
At your tax appointment (virtual or in person) we will review your tax organizer, ensure all possible deductions are taken and discuss any tax strategies for the current tax year that might still be employed to lessen your tax burden or prepare for the subsequent year.