Tax Planning & Preparation

We live in an increasingly do-it-yourself world, with access to tax information through the internet, and easy access to tax preparation software it can be tempting to self-prepare tax returns to save money. Today’s tax laws are extremely complex and what appear to be relatively simple returns can be very confusing. It is important to remember the benefits of having an experienced tax professional handle your taxes which could end up saving more than the fees charged. We can end up saving you not only a vast amount of time and frustration but a great deal of money as well.

At KJW, LLC our income tax planning and preparation form a winning combination for our successful individual and business clients as we develop tax strategies that take advantage of income tax laws and legislation.

KJW, LLC advises privately held businesses and their owners, as well as high-net worth individuals and families, on tax strategies that achieve their goals and minimize tax liability. We provide comprehensive tax planning and analysis to facilitate sound decision-making and to ensure that there is an effective plan to maximize cash flow. We also manage the reporting and filing of state, local and federal tax forms to ensure compliance.

As your business and personal wealth grows, so does the complexity of tax reporting and planning. We analyze the tax consequences of your financial transactions to guide your decision-making and planning, provide alternatives to minimize your tax liability, and handle tax reporting to ensure compliance.

We provide:

• Business tax planning for federal, state taxes
• Individual and family tax planning for federal and state taxes
• Succession planning for businesses
• Representation before the IRS and other tax agencies