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Professional Tax Return Preparation

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. It is too easy to overlook deductions and credits to which you are entitled if you prepare only one return a year. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We prepare hundreds of tax returns every year. We know what to look for when your return is prepared. More importantly, you will have someone to answer your questions during the rest of the year. And we can put you on our mailing list to receive timely tax, business, and financial advice.

Your Tax-Cutting Checklist

Whether you’re a wage earner, an investor, a business owner, or all three, you should use the tax-cutting benefits available in the tax law. There is no reason to pay more tax than the law demands.

Identify the tax-savers for which you qualify. Here’s a tax-cutting checklist to get you started. Check the list to see if there are tax breaks that you are overlooking.

For Individuals:
Roth IRA
Rollover to Roth IRA
Tax-deductible IRA
Income shifting to children
Child care credit
Lifetime gifts
Education savings accounts and tax credits

Bunching deductions

Donating appreciated assets instead of cash
Qualifying property for personal residence gain exclusion
Best filing status
Shifting income or deductions from year to year

Adoption credit

For Investors:
Tax-free municipal bonds
Long-term capital gains
Rental property
Tax-deferred exchange
Low-income housing credit
Small business stock rollover
For Businesses:
Home office deduction
Pension plan
Vehicle expenses

Flexible spending accounts

First year expensing of business equipment
Year-end bonuses
Bad debt write-off
Disabled access credit

Other business tax credits

Tax-deferred exchange

Contact our office if you have questions or want more information on these and other strategies that could reduce your taxes.

Email us at tgbk@tgbk.com to request our newsletter.

Traylor, Gratton & Beaumont, LLC
1260 S. Federal Highway, Suite 101 Boynton Beach, FL 33435
(561) 737-7900
Fax: (561) 737-7924
E-mail: tgbk@tgbk.com

About Us | Services We Provide | Tax Preparation | Financial Planning
Estate & Gift Planning | Investment Review | Financial Statements | Weekly Tax Tips | Tax Videos
Business Solutions | Monthly Newsletter | Information Station

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