Individuals

TAX RETURN PREPARATION & PLANNING

Navigating your way through complex and ever-shifting tax laws can be a challenge—a challenge that we believe is best met with forward-looking strategic tax planning.

At IC Taxes Plus, we have the expertise to review your complete financial picture and identify tax strategies suited for your unique financial situation. We can help you seize tax opportunities as they arise, as well as avoid tax pitfalls.

 

 Tax Preparation

We prefer to take a proactive vs. reactive approach to tax services.

By keeping current on new tax laws and regulations, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that is required throughout the year. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare all tax returns required by the IRS, Treasury Department, and all 50 States. Tax services offered include but are not limited to:

Individual tax returns – preparation of IRS forms including:

  • 1040 US individual income tax return.
  • 706 US Estate Tax Return
  • 709 US gift tax return

We recognize that tax preparation does not end on April 15th. That is why our tax experts work year round to be sure that we are available to you at all times of the year. We specialize in complex tax matters, preparing returns for both businesses and individuals.

Tax Planning

Tax planning is the key to successfully mitigating your overall tax liability.

Professionally and accurately prepared federal, state, local, and international tax returns are necessary to take advantage of the conceptual tax planning strategies developed during the course of the year. We continuously monitor all tax law changes to allow our clients to minimize current and future tax liabilities. Our significant investment in tax preparation and research software enables us to efficiently prepare accurate federal, state, and local tax returns for individuals as well as for estates, gifts, and trusts at competitive, affordable rates.