Tax Preparation & Planning
We offer tax services for individuals and businesses by providing direct tax preparation as well as tax planning to help you maximize your after-tax income.
Individual Taxes
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing enough. It is too 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…
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Your tax return will be checked and rechecked by our tax professionals and computer software to identify potential problems the IRS may look at more closely, and we will review the math to limit IRS contacts.
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Your tax return will be filed electronically so you will get a refund back more quickly. If you owe, we can even schedule your payment to pay electronically so you don’t even need to make a trip to the post office.
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Our staff will show you how to adjust your payroll withholding to get more money back throughout the year. Why give the IRS an interest-free loan for up to 16 months?
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Have a question? We’re here for you. We want to hear from you and learn about your goals.
Business Taxes
Have a Small Business? Are Your Books a Mess? No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help. We’ll prepare your bookkeeping for the year and the necessary tax forms. Then, we’ll help you set up an easy system that will help you to keep your books in tip-top shape by next year.
We offer tax preparation services for all types of business entities, including Partnerships, S-Corporations, and Corporations.
With Kimcox, you get…
- State and federal tax preparation and filing
- Local and state sales tax compliance
- Minimized tax liability
- Profit and loss statements
- Support during mergers and acquisitions
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax-saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
We recommend tax-saving strategies that help you…
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grow and preserve assets by keeping Uncle Sam out of your pockets.
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defer income so you can keep your money now and pay less taxes later.
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reduce taxes on your income so you keep more of what you make.
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reduce taxes on your estate so your family keeps more of what you’ve made.
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reduce taxes on your gifts so you can give more.
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reduce taxes on your investments so you can grow your wealth faster.
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reduce taxes on your retirement distributions so you can retire in style.
Remember, we work for you, and not for the IRS. Many of our clients save the money spent on our fee many times over, in reduced tax liability through careful planning and legitimate tax strategies.
IRS Audit Representation
If you get audited, you don’t need to go through it alone. Having representation during an audit can provide you with the assurance that you’re doing everything right. After all, the auditor represents the IRS – who will represent you?
With Kimcox, you get…
- Direct support when working with auditors
- Step-by-step guidance on how to reduce tax liability
- An appeal, when necessary
Estate and Trust Tax Services
If you have a spouse, a child, or a business, then you need to preserve your legacy with an estate or trust. An estate or trust protects your hard-earned wealth and reduces the tax burden for you and your loved ones.
With Kimcox, you get…
- Assistance choosing between an estate and trust
- Asset allocation
- Administration services
- Tax returns
- Assurance that your financial legacy is protected