With all the new changes in the new tax code, we invite you to view our website and see how we can assist you in deciphering what it all means to you and your world. Our company has practiced successfully in Western New York for over 40 years and we look forward to sharing our expertise with you. Look for our Facebook page where we offer tax tips and touch on a few of the latest developments in the tax world.
We are proud to offer PERSONALIZED and customized services based on your carefully reviewed individual needs. Contrary to popular belief, we don't just assist the wealthy or individuals with only complicated tax or accounting issues. We're happy to provide services that range from preparation of a simple tax return to audited financial statements or business valuation.
The other good news is that just because we're CPAs, this doesn't mean our rates are higher than the tax prep chains you hear about. Philipps and Brooks recognize that you have your heart, soul and a huge chunk of money invested in your company, no matter what size it is.
We are proud to offer PERSONALIZED and customized services based on your carefully reviewed individual needs. Contrary to popular belief, we don't just assist the wealthy or individuals with only complicated tax or accounting issues. We're happy to provide services that range from preparation of a simple tax return to audited financial statements or business valuation.
The other good news is that just because we're CPAs, this doesn't mean our rates are higher than the tax prep chains you hear about. Philipps and Brooks recognize that you have your heart, soul and a huge chunk of money invested in your company, no matter what size it is.
Services
If not, there are penalty and interest charges assessed up until the liability is paid.
Tack that onto a hefty tax bill and you could really be significantly increasing the amount.
Should I drop off my tax return information or schedule an appointment with a tax preparer?.
We usually suggest that first-time clients come in and meet with us to discuss your tax return.
We like to get to know the face that goes with the voice!
We also suggest this if yours is a complex return with many additional schedules or extenuating circumstances such as a move, marriage, divorce, death of spouse or business income and expenses.
Tack that onto a hefty tax bill and you could really be significantly increasing the amount.
Should I drop off my tax return information or schedule an appointment with a tax preparer?.
We usually suggest that first-time clients come in and meet with us to discuss your tax return.
We like to get to know the face that goes with the voice!
We also suggest this if yours is a complex return with many additional schedules or extenuating circumstances such as a move, marriage, divorce, death of spouse or business income and expenses.
You can personally give a person up to $15,000 annually and not have to ever file a Gift Tax Return!
A husband and spouse could gift someone a total of $30,000 annually and not have to file a gift tax return either!
There are some special rules if you want to contribute up to $75,000 in a year to a 529 plan to help your kids or grandkids with their education!
Give us a call if you need more information.
Are you taking advantage of saving for retirement and simultaneously saving tax dollars when you do so?
A husband and spouse could gift someone a total of $30,000 annually and not have to file a gift tax return either!
There are some special rules if you want to contribute up to $75,000 in a year to a 529 plan to help your kids or grandkids with their education!
Give us a call if you need more information.
Are you taking advantage of saving for retirement and simultaneously saving tax dollars when you do so?
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