
Tax Planning
Preparation
Tax fears – irrational or warranted – cause real concerns about filing our annual tax returns. Do you have an aversion to filling out your own tax return? Does just reading a tax form cause anxiety? Often, life changes such as getting married, growing a family, getting divorced, receiving an inheritance, or starting a new business represent a significant source of stress when
it comes to preparing tax returns. Do you worry about making an error on your return? Do you stress over what could happen to you because of an error?
We offer tax preparation services separate from our financial planning services. We have qualified tax professionals, certified by the IRS, as enrolled agents, to help you navigate the daunting task of income tax preparation and we will stand beside you to help you understand and resolve the issue should you receive one of those dreaded letters from the IRS.
Tax Planning
His Enrolled Agent (EA) designation, together with his Certified Financial Planner (CFP) designation mean Brent Hamilton is professionally qualified to offer tax planning advice for the complex matters you may encounter. If you are considering life changes such as marriage, growing a family, divorce, receiving an inheritance even starting or closing a business, Brent is
professionally qualified to help ranging from preparation of tax returns to planning advice on most complex tax matters.
Problems Resolution
We are all human and on occasion make a mistake on a tax return. Panic sets in when you receive a notice in the mail from the IRS, State or local government taxing authority notifying you of an error. We have the experience and expertise to help you resolve these problems. First, we determine the cause for the error. It could be a math or preparation error. Or, someone who
sends you tax forms may have reported something incorrectly to you or the taxing authority. Once the problem is identified, together we can negotiate a resolution.