Preparation of Complex Individual Tax Returns
Tax laws are very complex and changes to the laws are made daily. No computer program or franchise employee armed with a six-week course in tax preparation can replace the professionally-trained tax accountant when it comes to preparing complex, multi-faceted tax returns. Asking the “right stuff” in a client interview is the foundation for preparing a complete and accurate individual tax return.
Online tax software programs and people who aren’t experienced tax accountants ask general questions to cover every taxpayer in every scenario. When your return involves more than the average taxpayer’s return, the questions need to be more nuanced and detail-oriented. A professional tax accountant with the right experience can help you prevent an incomplete return resulting in penalties and interest or, worse yet, an audit.
Our personal tax service is designed for complex, multi-faceted tax returns. If that describes your situation, or if you’re looking for the peace of mind that a thoroughly prepared and reviewed tax return will provide, Messina & Associates can help.
Tax services for individuals include:
Complex tax returns (including returns for sole proprietorships)
Personal property tax returns
Estate tax returns
Gift tax returns
Trust income tax returns
Tax Planning and Education Services
Individual tax planning should take place throughout the year. With up-front planning and client education about tax changes, we can shift income from one tax bracket to another and discover additional deductions. With the personal tax accounting service Messina & Associates provides, we take the time to discuss your particular situation with careful consideration of your goals. The result is a solid plan to minimize your taxes and make the most of your financial resources.
Tax planning and education services for individuals include:
Income tax planning
Gift tax planning
Estate tax planning
Audit Representation Services
Each year we spend more than the required number of hours in Continuing Professional Education. This knowledge helps us provide you with the latest and greatest tax strategies that help you save taxes and avoid audit exposure.
In the unfortunate event of an audit, Messina & Associates offers representation services. You won’t need to deal with the auditors… we will. That’s our job.
We represent individual clients in the following situations:
Internal Revenue Service audit
State income tax audit