Tax Preparation & Planning

Our company can prepare your 2017 Federal and State taxes starting at $219.00 and will include the electronic filing fees, a complimentary tax analysis, and financial review, too. Personal returns with businesses, rental income, estates, or trusts will incur extra charges.

You will set with a well-qualified Tax Preparer with many years of experience, but you will also have access to Tax Advisors who have been trained to look for ways to potentially reduce the amount of taxes you pay. We are not only an accounting firm who charges a fee to prepare your tax return like many companies; we care and will do all we can to help.

We are in an ever-increasing tax environment and many retirement accounts are tax infested as none has been taxed yet. Minimizing federal income tax liability, for example, can be achieved by reducing taxable income through income deferral or asset shifting and

Our company can prepare your 2016 Federal and State taxes starting at $199.00 and will include the electronic filing fees and a complimentary tax analysis. Personal returns with businesses, rental income, estates or trusts will incur extra charges.

You will sit with a highly-qualified Tax Preparer with many years of experience, but you will also have access to Tax Advisors who have been trained to look for ways to potentially reduce the amount of taxes you pay. Our firm, like many companies charges a fee to prepare your tax return; what sets TradeWell Tax and Financial apart is that we genuinely care and will do all we can to help you pay less this tax season.

We are in an ever-increasing tax environment and many retirement accounts are tax infested as none of this money has been taxed yet. Minimizing federal income tax liability, for example, can be achieved by reducing taxable income through income deferral or asset shifting and maximizing the income opportunities within marginal tax brackets.

Year-end planning strategies can also help reduce your overall tax burden. Structured distributions from IRA’s and other qualified accounts now prove to be a great tool at reducing taxation later.

Tax planning requires a year-round approach. It can begin with an in-depth understanding of the tax consequences of various investments and strategies. Major life events, such as retirement, death of a spouse, divorce or a new job can come with tax considerations. We believe a financial professional cannot make a recommendation regarding your finances, health insurance, or financial estate, without it effecting your taxes. Does your financial professional have tax planning experience or are you having conversations with your professional or CPA regarding the amount of tax you currently pay or may pay in the future? There are so many Financial Advisors out there who continue to make recommendations based on limited information, selling a product, not understanding if they are helping or hurting their clients regarding taxation. Does your advisor have an in-depth understanding of long-term taxation and the effects it could have on your retirement income?

Tax considerations effect the decisions of business owners as well — from the formation of a business to its sale. Our tax planning and business services include:

  • Tax Preparation
  • Tax Filing
  • Accounting
  • Bookkeeping
  • Charitable Giving
  • Education Planning
  • Tax Representation
  • Tax Advisement

Call our office to schedule an appointment with one of our CPA’s, Tax Advisors or Small Business Professionals and get a plan in place! How else are you going to  know if you’re paying Uncle Sam too much?

Mike Albertson does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.