Tax preparation with the heart of a teacher. You will leave your appointment with a greater understaning of how taxes really work, how you can increase your deductions, decrease your tax burden, and plan for the future.
I have been preparing taxes for 8 years. I work with clients of all job categories, as most of my teacher clients have spouses with other occupations. Police, fire, small business people, and everyone in between. Bring your rental property, Stock transactions, and charitable deductions.
Clients often call throughout the year to ask about buying vs. leasing a car, when to donate to charity, how to track deductions, should they refinance their home, retirement accounts, do they have enough life insurance, etc.
Looking ahead to future years, I can work with you to ensure you are paying the least amount of taxes you can by law. We can talk about how mortgages, paying off debt, investing, and other financial moves can impact your taxes and your financial future.