Individual Tax Return Preparation
Save Time, Save Money, and Keep the IRS Away From Me
When we asked our clients why they use Dugan & Lopatka, to prepare their tax returns, the answers varied, but generally came down to just three major reasons:
- Save Time. Tax returns are complex, take a good deal of time to fill out correctly and in many cases, our clients’ business and personal tax returns are intertwined. Our clients felt that they needed the help of tax professionals.
- Save Money. The tax laws and regulations change almost daily. Keeping up with the changes can mean the difference in paying more taxes or less. Our clients wanted reliable counsel to guide them through the complex and ever-changing tax rules to find ways to reduce their tax burden. Our clients want to pay their fair share, but no more than is required.
- Keep the IRS Away. The penalties and interest for tax mistakes are costly. Our clients wanted to avoid noncompliance and generally wanted to avoid attracting the IRS’s attention.
We Can Do More
Because taxes are highly integrated throughout our economy and our individual finances, it is important to consider tax positions and strategies in other areas such as investments, retirement, estate planning, gift planning, business succession and a myriad of other circumstances. We can help in these areas as well.
In the end, of course, what you want most is tax advice you can count on and people you can turn to for answers. That’s the kind of support you’ll find at Dugan & Lopatka, CPAs.
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