Mike Wells offers Individual and Joint tax filing services with expert IRS tax preparation. Federal and State income tax preparation and planning services are designed to help clients navigate the complexities of the tax system, maximize their financial benefits, and ensure compliance with all applicable laws.
Compile all necessary financial documents, such as W-2s, 1099s, receipts, expense records, and other relevant information.
Calculate total income from various sources, including wages, investments, rental properties, and optional business activities.
Identify and apply all eligible deductions and credits to reduce taxable income, such as mortgage interest, medical expenses, education credits, and business expenses.
Ensure all information is reported accurately and complies with federal and state tax laws to avoid penalties and audits.
Complete and submit federal and state tax returns electronically (e-file), or provide correctly addressed envelopes for mailing.
Provide support and representation in case of a tax audit, ensuring that clients are prepared and their rights are protected.
Develop strategies to minimize tax liabilities through various legal means, such as income deferral, tax-advantaged investments, retirement contributions, and charitable donations.
Provide information during the tax year to address changes in financial situations, tax law updates, and other factors that may impact tax planning.
Assist with retirement planning to maximize tax benefits and ensure that estate plans are tax-efficient.