Tax Services for Individuals

What are Tax Services for Individuals?

We offer Tax Planning and Tax Preparation Services. Tax planning is, "the process of the analyzing a financial plan or situation from a tax perspective." Tax preparation is the process of preparing tax returns.

Tax Planning

Like most things in life, planning is essential to file taxes correctly.  Homa Rickert CPAs will explain to you what deductions are important for you and what information is important to keep. We are proficient in tax regulations and know how to coordinate tax planning techniques that will reduce tax liabilities. We offer a tax planning service to individuals because conscientious tax planning throughout the year can save you money and make tax time easier.

Tax planning allows you to pay the least amount of taxes possible by analyzing your  current financial situation, ensuring all elements work together properly. It is crucial for  financial success to reduce tax liabilities and maximize money contribution to other aspects such as retirement.

Our Tax Planning Services will help you with (but not limited to):

  • Hold onto more of your money by reducing taxes on your income.
  • Reduce taxes on things like your investments, retirement distributions, and even property.
  • This will allow you to grow your assets without paying too much on taxes.

Tax Preparation

Home Rickert CPAs can help you with your tax return. We are constantly refining our skills and staying informed of changed in the tax laws. We keep up with the most current Federal and State Tax regulations in order to prepare accurate tax returns for all clients. Our goal is to offer reliable tax preparation services at reasonable rates.

As our client, we will use your financial information to complete your taxes, file your taxes, or provide tax advice.

Preparing your own taxes can be confusing and inefficient. Just when you have figures it out, next year the tax laws will be different and you’ll be at square 1 all over again. Chances are, when you try to do your taxes, you are missing out on deductions and possible credits. The great majority of the population hire tax professionals to file their taxes because of the ease and benefits it brings. The tax computer programs you may use are no substitute for the work done by a tax professional.

Working with Home Rickert CPA will provide you with (but not limited to):

  • Confidence that your tax return is filed correctly after our professionals and computer software check it over multiple times before being submitted.
  • Your tax return will be filed electronically, meaning our clients will get their returns quicker.
  • We will go over deductions that will help limit your tax liabilities for the upcoming year.

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