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Personal Tax Planning & Tax Preparation

Maximize Your Tax Refund by Minimizing Your Tax Liability Through Tax Planning!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive plan to help maximize your personal refund from both the IRS and State.

As in most years, tax law changes – or possible changes – make it worthwhile for you to stay informed so you can minimize taxes or at least avoid missteps that could complicate your life. 

Benefits of Personal Tax Planning:

  • To stay abreast on new tax laws
  • To ensure that all you know what all you will need for the filing of your personal tax returns
  • To ensure that you know what is deductible and what is not

What We Will Do For You:

  • Prepare and process your personal returns
  • Maximize your refund from the IRS and State using deductions you may not know are available
  • E-file your personal returns with IRS and State (if available)
  • Direct Deposit your refund into the account of your choosing
  • Represent you before the IRS and State should an issue arise

The U.S. Tax Code is incredibly complex and can change rapidly, even though it may sometimes seem to be moving along at a snail’s pace. This complexity has given rise to more calls for simplification.

For now, taxpayers must still live with the complexity and the changes, as simplification appears to be only a dream.

Although a majority of taxpayers have their taxes prepared by a professional, they are turning in larger numbers to self-prepared returns since the online program does the calculations, it seems to be an economical approach to preparing and filing taxes. However, the program is no substitute for a qualified tax professional such as an accountant. Programs can calculate tax liability, but they cannot substitute for professional advice and guidance.

With such complexity in the Tax Code, an Accountant is better able to keep abreast of the changes and can prepare taxes in a manner that determines a taxpayer’s minimum legal tax liability. But minimizing tax liability started last week, last month, last year. Tax planning is a constant in today’s complex world.

As in most years, tax law changes – or possible changes – make it worthwhile for you to stay informed so you can minimize taxes or at least avoid missteps that could complicate your life.

Contact Us:

If you would like to schedule an appointment to plan for your personal taxes, please fill out the form below. Please remember that tax appointment fill up quickly, so contact us soon to ensure you get an early appointment.

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Welcome to Connor & Company, INC.

A full service accounting and tax firm. We are affordable, experienced, and friendly.
Please call us today at (336) 996-9955. We'll be happy to offer you a free initial consultation. Thanks for visiting!

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