Tax Planning and Preparation Solutions
At Walton CPA PC, a Richardson CPA firm, we know that proactive and aggressive tax planning is critical to minimizing your tax liabilities. When you work with us we make tax planning part of your overall business strategy and not just something we do at year-end.You can be confident that our firm is on top of the current new developments in the tax laws to decrease both your current and future tax liabilities. We offer practical, proactive and innovative solutions to tax planning that put your business or personal needs first. Our firm provides our individual and business clients with the taxation expertise and knowledge that they deserve year round.
Our tax services include but are not limited to:
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Today’s tax laws are so complicated that preparing a relatively simple tax return can be confusing. It is just too easy to overlook deductions and credits to which you may be entitled to.
Don’t risk costly mistakes when you can trust your return to a real tax professional. We’ll carefully prepare your tax return to make sure you never overpay.
Tax planning is the key to successfully and legally reducing your tax liability. We institute a variety of tax planning techniques to minimize tax obligations for businesses and individuals.
We recommend tax savings strategies that help you:
- Grow and preserve assets by avoiding income taxes
- Defer income so you can keep your money now and pay less taxes later
- Reduce taxes on your income so you can keep more of what you make
- Reduce taxes on your estate so your family keeps more of what you’ve made
- Reduce taxes on your gifts so you can give more
- Reduce taxes on your investments so you can grow your wealth faster
- Reduce taxes on your retirement distributions so you can retire in style
Our goal is to make the process of tax planning & preparation a simpler process that provides timely, meaningful information, and assist you in minimizing your tax liabilities currently and into the future.
Whether it’s a tax issue, IRS correspondence or some other tax issue that you are facing right now, Walton CPA PC will have an immediate and effective answer to solve that challenge.