Tax Preparation
We prepare federal and state tax returns for individuals, corporations, subchapter S corporations, partnerships, estates and trusts, and not-for-profit organizations.  Knowledge of tax codes is used to minimize the tax wherever possible.  Our team asks questions where it is felt that deductions may have been overlooked.  A tax organizer is used to help the client gather all the relevant data.

Tax Planning
Are your withholdings adequate?  Is your business making more or less money than usual?  Our team works with clients throughout the year to find ways of legally minimizing their taxes and making sure enough tax is paid in to avoid interest and penalties.  Although typically done near the client’s year end, it should be done on a quarterly basis starting with the second quarter of the year.  Waiting until year end may limit the planning options.

IRS/VT Department of Taxes Exams or Notice Response
Are you receiving confusing correspondence regarding your tax filing?  We have a tax professional available year round to assist in sorting out problems.  Send us the correspondence and we will perform the necessary research to determine legitimacy.  We will also draft a response on your behalf.  If needed, we can act through a Power of Attorney to deal directly with government representatives.