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Tax Services

Tax Services: Individuals

Tax Services: Individuals

We prefer to take a proactive vs. reactive approach to tax services. WillowTrust Accounting prepares all forms of individual federal and state tax returns. We have over 10 years of experience working with most all tax issues including, but not limited to, interest/dividends, small business Schedule C, Capital gains and losses Schedule D, rental properties/royalties, and K-1 income/losses Schedule E. By staying current on new tax laws and regulations, we can ensure that you are taking advantage of key tax planning that will minimize your tax liabilities.

Tax services offered include but are not limited to:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Not-for-profit organization
  • Tax effects of buying/selling a business

If you would like to receive more information about our Tax Preparation Service, please reach out to us today.

Tax Services: Business

Tax Services: Business

Our small business tax services will allow you to focus on growing your business. WillowTrust Accounting can assist with tax compliance, filing of your federal, state, and local tax returns, as well as business tax planning. We will ensure that you are taking advantage of all eligible tax credits and deductions resulting from the recent tax reform.

Self-employed individuals face unique tax obligations that can be challenging. WillowTrust Accounting has been working with self-employed individuals for over 10 years. We have a variety of tax savings strategies that can ensure you are taking advantage of all possible credits and deductions. 

Tax Planning

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We prioritize continuing education to enhance our mastery of the tax law, complex tax code, and new regulations by cultivating a network of industry professionals and staying up-to-date on external factors, such as stimulus and pandemic response, which may require additional planning.

The goal for our team at WillowTrust Accounting is to ensure that our clients pay the least amount of tax legally allowed by law and we will continue to proactively evaluate your tax situation to provide an accurate and predictable path forward.

We recommend Tax Saving Strategies that help you grow and preserve assets by keeping Uncle Sam out of your pockets. Defer income so you can keep your money now and pay less taxes later and reduce taxes on your income so you keep more of what you make.