Tax Return Preparation

It should be a given that you want a return done correctly, safe from audit, with the lowest tax liability possible. My goal is to make the process smooth and painless. This means virtual meetings, electronic questionnaires, digital signatures, a secure portal for file sharing, straightforward pricing and online invoicing and payments, all while maintaining an eye toward proactive tax planning.

Tax Planning

Preparing tax returns is only one step in the process. What you really want is someone who not only understands the details of your situation, but sees how they all work together in the big picture. I’m always looking for ways to help make your life as tax efficient as possible.

Retirement Planning

Retirement plans are among the most powerful planning tools the tax code has given us. But there are numerous types of plans and countless details to navigate to ensure you make the most of your assets and don't shoot yourself in the foot. Whether we're looking at Roth conversions, required minimum distributions, contribution limits, plan selection, timing of withdrawals, or any number of other considerations, it has to be done in the context of your overall tax situation.

Estate Planning

Whether your estate is worth $50,000 or $50,000,000 it’s crucial that you make a plan before it’s too late. We’ll look at the tax aspects but also the more practical considerations like family dynamics and estate administration. And equally as important, we can review existing estate plans periodically to make sure they account for any changes to your family or financial situation or changes in the tax law.

Questions?

Don’t hesitate to reach out at jbc@jbcombscpa.com or (512) 900-6483.

Or follow the button below to fill out a contact form. I’ll get back to you in 1-2 business days.