Individual Tax and Accounting Services
Are you looking for professional and dependable tax advice and preparation services?
If you’re like many people, you realize that, although there are many computer software packages and retail chains that specialize in preparing tax filings, there is no substitute for good advice and professional assistance.
At Schultz & Associates, our individual income tax services are not put on an assembly line. Instead, we meet with you long before it’s time to file, and create tailored strategies that will help you keep more of the money you’ve earned.
At Schultz & Associates, we’re not just tax preparers, we’re tax professionals.
So if you’re looking for real help with your taxes, not just one-size-fits-all tax return generation, contact us today.
Tax Planning Tools
When you become a client of Schultz & Associates, you receive an annual tax organizer, annual tax projections, and a "Financial Checkup" questionnaire.
Tax Organizer
We will send you our tax organizer in the first week of January. The organizer will be sent along with our annual engagement letter. The organizer is a simple checklist which will help you prepare for our meeting and assist us in your tax planning.
Tax Projections
Along with your individual income tax return, we will provide you with a tax projection.
The tax projection is a three-year forecast detailing the likely income tax obligation you can expect. The report is provided in a clear and simple format with easy-to-understand graphs and charts.
These projections are also available as a separate engagement for those who might be anticipating a future transaction that is unique to one specific tax return.
For example, if you are selling stock, a piece of investment real estate, or taking a lump sum distribution from your retirement account, the tax projection will help you make a sound decision by showing you what sort of taxes the transaction will trigger.
Financial Checkup Questionnaire
You will receive our "Financial Checkup" questionnaire when you become a client. The checkup enables us to learn more about you and your goals. It also allows us to educate you about your finances and show you some of the various tax planning options that are available to you.
Our questionnaire contains over 100 questions and generally takes less than thirty minutes to complete. It is time well-spent as you will immediately see what parts of your finances are working and which parts need help.
With the completion of the questionnaire we review the data and discuss with you the results and our recommendations.
The Questionnaire and the Tax Projections are unique services of Schultz & Associates. Our clients use us year after year and continue the relationship with the same person from one year to the next.
Free Tax Organizer
We invite you to get a jump on this year's taxes by downloading our straightforward and easy to use tax organizer. Download it today...
Foreclosure and Short Sales
We can help you work through the tax impact of foreclosures and short sales for personal residences as well as investment property. To arrange your consultation, contact us today...
