TAX PREPARATION

You can count on Krey CPA for accurate, timely, and secure tax filings:

INDIVIDUAL AND BUSINESS INCOME TAX

• Federal and State returns with electronic filing

• Quarterly and annual payroll taxes

• Tax Planning

• Business acquisition / sale and succession planning

• Assist with IRS / State notices, audit, amendment, penalty abatement

• Partnership AAR filings, change in accounting method

"You must pay taxes. But there’s no law that says you gotta leave a tip.”

– Morgan Stanley (advertisement)

TAX PLANNING

Tax Planning begins with an accurately prepared return using all tax savings and deferral techniques to your benefit – and avoiding unexpected pitfalls caused by fluctuation in income. The best plan of action is determined by your unique individual or business circumstances.

Some general strategies include:

• Optimizing deductions and credits by investing in pre-tax retirement

• Bundling of deductions such as taxes, charity and medical/dental expenses

• Charitable IRA contributions

• Roth conversion/recharacterization

• Timing business equipment purchases to maximize deductions

• Coordinating personal and business affairs

• Assistance with calculating withholding or estimated tax payments

• Utilize Estate, Trust and POA for long-term goals

PROBLEM RESOLUTION

IRS and other government correspondence can be confusing and stressful. Krey CPA can help!

Respond to notices(s), amend return(s), audit representation

• ​File outstanding returns to establish compliance

• Assist with payment plans, penalties or inability to pay

Over $120,000 penalties and interest successfully waived since 2015.