Taxes
WHY PARTNER WITH US FOR YOUR TAX NEEDS?
We believe tax planning should be an integrated part of your financial plan. Taxes can be intricately complicated and overwhelming, especially if you have multiple sources of revenue, retirement accounts, investments, a small business, or a change in the IRS code. At Savaglia Tax and Accounting we strive to incorporate a holistic and outside the box view when preparing your taxes.
OUR PROCESS
Tax Preparation – We offer a full-service tax preparation experience. We sit down with you to get a feel for your needs and wants. Once we determine if we are a proper fit we begin analyzing your previous year’s tax return to better understand your situation, make plans for future advantageous strategies and see if there was anything missed. When we have all the information to properly file your return, we will do so electronically, thereby getting any potential refund back quicker. We will continually monitor the return until it is officially accepted and correct any issues as they arise. Lastly, we’ll show you potential deductions and ways to limit your tax liability for next year.
Tax planning – Our firm is open year-round to help with tax planning. Planning is the key to successfully and legally reducing your tax liability. We are continually looking for ways to reduce your taxes throughout the year, not just at the end of the year. With all the recent changes to tax law, there was never a time more relevant than now to plan for how the tax code will affect your situation. If it’s a simple midyear check to see if you’re on track for a refund or want to find ways to minimize your tax liabilities, we are here to help.
OUR SERVICES
We specialize in many different areas relating to tax preparation and planning:
- Corporate tax
- Individual tax
- Year-Round Tax Planning
- Maximize deductions
- Income shifting
- Accelerating or deferring income
- Prior-year tax review
Note: Tax services offered by Mike Goodwin at Savaglia Tax and Accounting, a non-affiliate of Woodbury Financial Services. Neither Woodbury Financial Serivces nor any of its representatives may give legal or tax advice.