|
 I’m an orthopaedic surgeon in
the Boston area and your firm
assisted in my tax prep this year.
I had an exceptionally positive experience with your office
staff and assistants and plan on returning regularly for my tax preparation
and accounting needs.
Thank you! – Donald, MD
Tax Return Preparation
Not all tax preparers are created equal.
We specialize and personalize tax preparation for
healthcare professionals. When completing your returns, we don't just
put numbers in a software template form.
Our CPAs and IRS Enrolled Agents "think" for you -
something that store bought tax software can't do. We interact and
listen to you, ask you questions to assess the particulars of your
situation, and leverage our training and professional experience to complete
your returns.
We work with you throughout the year to help you make
sound financial decisions that will minimize your tax liability on April
15th and ensure your financial health. Your preparer is available to
you year-round to address any concerns you have and evaluate the tax
implications of decisions you may make throughout the year.
Additionally, we're mobile: should you move out-of-state,
you can still retain our services. We've prepared returns for fellows,
residents and doctors who have moved to every state in the U.S.
We’re happy to meet with you to discuss how our services
can best be tailored for you. Our professional tax preparation services include:
- Preparation of your Federal income tax return
- Preparation of one
state income tax return
- Additional state tax returns available for an additional fee
-
Calculation of any required quarterly estimated tax payments
-
Preparation of quarterly tax payment vouchers
- IRS representation and problem resolution concerning any return we
prepared
Preparation Available for:
- Individual, Married Filing Jointly, and Married Filing Separate
returns
- Same-Sex Marriage returns
- Non-resident and Ex-Pat
returns
- Corporate, S-Corp, and Partnership returns
- Fiduciary,
Estate, Trust and Tax Exempt returns
To have a CPA complete your income tax returns, please contact us at 800.471.0045 or
use our
online request form to schedule an
appointment.
CHECKLIST TO CUT YOUR 2011 TAXES
It's not too late
to cut your 2011 tax bill. Prior
to Dec. 31st:
·
Increase your 401(k) and 403(b) contributions if you haven't been contributing at the maximum
rate all year. This year you can
put away up to $16,500 ($22,000 if 50 or older) into your 401(k) or 403(b)
plan. If you’re self-employed,
consider setting up a Solo 401(k) by 12/31.
·
Take a look at your withholdings and instruct your employer to withhold additional
taxes if you haven’t had enough taxes withheld during the year and might get
hit with an underpayment penalty.
·
Consider selling your non-retirement investments
that have decreased in value since your capital losses can
offset other capital gains realized during the year (including from your
mutual funds), and then can be used to offset up to $3,000 of wages and
other income.
·
Send in your January 2012 mortgage payment early
enough so it will be processed prior to 12/31/11.
By sending in your payment a few weeks early, you can deduct the
interest portion of that payment a full year earlier.
·
Clean out your closets and donate your clothing and
household items to a charitable organization
since "non-cash" contributions are deductible if you itemize.
Don’t forget to get a receipt. And make sure to make a list of the
donated items, including each item’s condition
since only donations of clothing and household items in "good condition or
better" qualify for a deduction.
·
For gifts of money, making your donation by credit card
before December 31st allows you to deduct the donation on this year's
return, even if you don't pay your credit card bill until 2012. And
you always have the option of donating appreciated investments to
charities. You get to claim your donation based on the value of the assets
donated, without paying any capital gains taxes on the appreciation.
·
Pre-pay your projected state tax shortfall if you'll be itemizing your deductions and won’t
be subject to the alternative minimum tax.
·
Pre-pay or pay off your medical bills if your total medical expenses exceed 7.5% of your
income and you itemize.
|
