Individual Tax Planning and Preparation
Planning for next year’s events? Family situations and changes should be part of the work you do with your tax professional. Having an open and regular dialogue with your tax professional is key to avoid surprises.
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Individual Tax Planning
As you travel the pathway of life it is important that you have a trusted tax planner and preparer. KITS prides itself on being able to help you navigate from new college graduate to being a retiree. The staff of KITS can help you understand the ramifications of your choices as your needs change.
A tax preparer should be more than that. They should be your tax planner and make sure you are navigating the taxing waters in the best way possible to ensure your greatest returns.
As you look forward on the pathway of your life we can help you plan for the next 5 years or 10 or 20 based on the current tax laws. We can run scenarios based on changes in your life or the lives of your loved ones.
At your tax appointment (virtual or in person) we will review your tax organizer, ensure all possible deductions are taken and discuss any tax strategies for the current tax year that might still be employed to lessen your tax burden or prepare for the subsequent year.