Individual Tax Preparation
Individual Tax Preparation Services
What You need to know
RE Donica & Associates’ tax preparation services are beyond the simple preparation of income returns. We offer a helping hand to business owners and small businesses growing, and executives who have individual tax planning provides, not to mention how we advise clients strategically to help them reduce income taxes.
We have experienced tax professionals at RE Donica & Associates who will harmoniously work with you to draft a plan that reduces tax liability, be it at the local, state, or federal level. Despite offering you a detailed evaluation of your present tax situation, we also provide your future recommendations.
Our individual tax services are almost a perfect fit for everybody. Hence, we are so ready for a good conversation to help us explore the chances of us working together, and if need be, we will refer you to others who best fit your situation.
On the other hand, business owners understand that it is not always about the company; it is about the family and oneself. Assuming that you are the owner of a closely supervised business, you need to work together with a single tax advisor whom you need to help you address both your business and personal tax needs by use of a holistic approach.
How we go about it
In this case, we work as a member of the team of attorneys and financial advisors while the other individuals draft necessary design plans needed to reduce gift tax or estate tax.
RE Donica & Associates is excellent at identifying opportunities congruent with your individual goals and other philosophies to help you with your tax-saving strategies. All this ranges from charitable planning, retirement funding to state residency considerations.
Here at RE Donica & Associates, we navigate various local and state taxation matters from income sourcing or residency considerations to help our clients land on local and state tax minimization.
At RE Donica & Associates, we advise our clients to opt for practical tax planning solutions instead of the typical tax compliance services. There is also a need to monitor the ongoing results.
How do we help our clients?
In cases where you start a business as a sole proprietor, be it a partnership, either in a C corporation, an S corporation, single-member LLC, or multi-member LLC, we are here to help all our clients in matters concerning the choice of entity decisions that blend with considerations of our client's objectives and circumstances that revolve around tax-saving opportunities.
Even though our clients forget about their tax returns in July, at RE Donica & Associates, we don't. To ensure that you have reduced all your overall tax burden, we help you with the annual tax planning schedule, which is significant for your massive income generation businesses, not to forget the family entities.
To many private business owners, Section 199A can easily provide them with significant tax savings. At RE Donica & Associates, we have the expertise and knowledge needed to maximize the deduction regarding our client's individual circumstances.
What are our Individual Income Tax Strategies?
These are rules used to determine the loss amount that can be deducted on a tax return. They are pretty complex. At RE Donica & Associates, we offer planning ideas that will help create a basis for utilizing tax losses.
We offer significant assistance to clients who deal with different tax authorities at the local, state, or federal levels, including all kinds of taxes. We only provide the auditor's records as we encourage the client to plan with the auditor for a meeting at our offices.
In the tax law, many gray areas have different outcomes depending on the circumstances and facts. At RE Donica & Associates, we have a team of experienced tax professionals who will research the specific tax area to resolve the issue while backing up the position that stands up against government objection.
We Want To Hear From You!
Our favorite part of the job is meeting our clients. Our passion is delivering stellar tax preparation and planning for individuals and businesses. If you’ve got tax questions, we’d love to hear from you!