Tax Planning

Do you find completing your tax return an annual stressful event? Even filing a simple tax return can feel confusing because tax language and laws are often difficult to understand. The assistance of an experienced tax professional can not only help you understand your taxes, but make the process much more predictable, orderly and relaxed.

The Woltman Tax Package:

  • Tax software that checks and rechecks your tax return, identifies potential problems the IRS may look at, and closely review the math to limit IRS contacts.
  • Electronic tax return filing, so you will get your refund back quicker.
  • Step-by-step instructions from a trained tax professional on how to adjust your payroll withholding to get more money back each week.
  • Information on all of your potential deductions that limit your tax liability for next year, as well as a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Handling the Books:

If you own and run a small business, we will monitor your bookkeeping for the year, prepare a full tax return whether it is a Partnership tax return (Form 1065), Corporate tax return (Form 1120 or 1120S), or Schedule C. We can prepare your complete personal tax return (Form 1040) as well. We can help set up an easy system that makes ongoing record keeping clear and easy in each subsequent year.