Tax Preparation and Planning
At John Wall, CPA, we help clients by preparing and filing necessary documents at both the federal and state level. But, we also help you understand complex issues, changing tax codes, tax requirements, and deductions that may apply to you, so you’re well informed and can make educated decisions about your personal and professional future.
Working with a knowledgeable company can help take the guesswork out of filing your taxes. Prior to tax season, we’ll send you a Tax Organizer, a helpful planning tool, designed to help you identify the items we’ll need in order to file your taxes successfully. Whether you’re an individual, business, or non-profit organization, we’ll work together to file the appropriate forms on your behalf, identifying the best possible financial outcomes and helping you to understand tax laws that may impact you in the short-term and long-term. When you understand your personal financial health or that of your business or non-profit, you can make important decisions about the future.
Have tax questions about your current financial situation? Schedule an appointment to get your questions answered.