Will takes the hassle out of preparing your taxes



Tax Preparation

Will offers basic and full service packages tailored to your situation.  Services can include the following:

  • E-filing
  • Protection Plus© Audit Assistance
  • Bound copies of returns
  • Year round access to files via Citrix Sharefile
  • Tax planning
  • Credit card & direct debit payment options
  • International returns
  • FBAR filings
  • IRS notice responses
  • Past due prior year return preparation

Tax Planning

Will's comprehensive tax planning gives you peace of mind that there will be no surprises at tax time. Tax planning services include:

  • Estimate annual salary and withholdings to ensure your payroll withholding is adequate
  • For self employed clients, calculate estimated tax payments and update for each tax due date
  • Discuss likely transactions for the year and estimate tax liability
  • Discuss the impact of life changes such as divorce, marriage, buying a home, etc.
  • Identify areas where professionals such as attorneys and financial planners can help you achieve your goals

 844.945.5272  |  will@willbrowncpa.com