Tax Preparation

Preparing your 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 last year, most taxpayers (77% of 71 million) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.

Here’s what you get…

  • Your tax return will be checked and rechecked by our computer software, identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Your tax return can be filed electronically so that you will get a refund back quicker.
  • Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest-free loan for up to 16 months.
  • We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to determine the following year’s tax liability.

 

Struggling With The Book?

If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, a full Schedule C, and your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.

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Our Work Process

  • 1. Overall Commitment

    When you sit down with a Babs Associates advisor, you’re not only getting guidance designed to meet your goals but transparency in terms of fees, risks, and outcomes.

  • 2. Personal Approach

    Our focus is on your life and priorities. Not just your portfolio. That’s why we start by learning about you.

  • 3. Power Behind Your Goal

    Your advisor will help you grow your portfolio using the award-winning research data and on-the-ground observations.

  • 4. Transparency

    We’ll let you know exactly what you’re getting. That means clarity around fees, risks and possible outcomes

  • 5. Accessability

    You’ll always have access to the guidance you need whether it’s high tech, high touch or a combination of the two.

Let Us Lead You Through The Process

Babs Associates financial advisors are committed to putting your investing needs, wants and priorities first. Get started with an advisor today:

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