TAXATION ADVICE
integrated service
In-depth planning
Tax Preparation Services
Tax preparation integrated with your financial plan.
As a client of Rowling & Associates, our team of financial advisors and Certified Public Accountant (CPA) tax experts work together to develop tax planning techniques that will lower your future tax liability and help you achieve your financial goals.
We prepare both Federal and state tax returns for individuals and businesses with a specialty in individual, partnership, LLC, and corporate taxation. We also help our clients with IRS audits and amend incorrect returns from previous years.
Please Note: Tax return preparation is a separately billed service offered only to Rowling & Associates wealth management clients.
Integrated Tax Planning and Preparation Services
Tax Preparation For Our Clients
As wealth managers and CPAs, the tax team at Rowling & Associates can handle your tax preparation with a complete understanding of your personal situation and knowledge of your financial goals.
Help From a CPA
Tax return preparation done with your full financial life in mind
Many people attempt to complete their own tax preparation with software programs. However, tax laws are so complex that even a simple “software-assisted” return can contain errors. And many of these errors can cost you money you don’t owe!
If you pay too little, you end up with a tax bill at the end of the year. If you pay too much, you may get a refund check, but that is money that could have been earning interest for you, not the government.
Our Certified Public Accountant (CPA) tax experts stay informed on current tax laws and utilize advanced planning strategies, so you can be assured your tax returns are completed professionally and accurately, your goals are attainable, and help is just a phone call or email away throughout the year.
TAX PLANNING
Strategic tax planning aligned with your financial plan to help you achieve your goals
Federal & State Returns
CPAs with a specialty in individual, partnership, LLC, and corporate taxation
IRS Audit Support
Tax Related Articles:
Year-End Planning: Financial Organizing
Here at Rowling & Associates, we talk a lot about the importance of year-end planning for taxes. Evaluating your tax situation prior to the end of the year for any tax-smart moves you can make goes a long way in reducing your future tax liability. Year-end...
Year-End Tax Planning: Tax Benefits for Donor Advised Funds
If you enjoy donating to charities that you support while also receiving tax benefits, a Donor Advised Fund may be a great option for you! In this post, we will explain what exactly a Donor Advised Fund is, and some of the tax benefits for Donor Advised Funds. What Is...
Year-End Tax Planning: Should You Defer or Accelerate Business Expenses?
Before the year comes to an end is the best time for planning ahead for taxes. With advanced year-end tax planning there are several moves you can make to reduce your future tax liability. Some of these include maxing out on deductions, and others involve “adjusting”...
Joe Biden Proposed Tax Plan
With the upcoming election, there is the possibility of a new tax plan. Find out what the Joe Biden tax plan could be if he is elected and what you can do to prepare for it. Individual taxation – raises tax on those who earn $400,000 or more The Biden tax plan...
I maxed out my 125 plans at work pre-COVID, what now?
When the COVID-19 pandemic first exploded in the US back in March, the majority of the country shut down in an attempt to slow the spread of the disease. These business closures had many long-term effects that were hard to anticipate initially. One of these was the...