Individual Services
While preparing your own tax return sounds easy there are a lot of U.S. tax codes so complicated that even filing a relatively simple return can produce questions the average person cannot answer. You can easily overlook credits and deductions that you are entitled to, costing you money. While a tax software system can help, it will never replace the insight of a real tax professional, which is why you should call Clark Associates.
At Clark Associates, we take a comprehensive approach to individual income tax planning, going far beyond basic tax compliance. We focus on your personal situation to identify tax strategies that will set you on the right track for financial success.
We stay current on tax law changes and offer the right resources along with our income tax planning experience to help you make informed financial decisions.
We provide a range of individual tax services including:
- Business succession planning
- Income tax planning and projections
- Charitable planning and giving
- Retirement planning
- Estate and wealth transfer planning, including assistance in establishing various entities for family-limited partnerships, charitable remainder trusts, and foundations.