Individual Tax Planning and Preparation

 

It’s never too early or too late to start planning for the long-term future. Families struggle to achieve the lifestyle of their dreams because they lack a specific financial strategy or an understanding of the disciplines necessary for success. People overpay taxes every year because they don’t know about many of the available deductions, credits and legal tax shelters. Let us help you reach your goal sooner.

As your community CPA, Stancil & Company does much more than file your taxes at the end of the year. Our role is to serve as your strategic financial partner. If you work with a financial planner, we can help you maximize tax advantages of your investment vehicles and keep more of your working capital in your portfolio. We don’t sell investment products—our role is to provide you with objective expert advice to help you make clear decisions. We strive to cut out the confusion and unknown variables that make it difficult for you to achieve your financial goals.

Here are a few of the tax services that we offer individuals:

  • Federal and State Tax Returns
  • Tax Planning
  • Succession Planning
  • Retirement Planning
  • IRS and State Audit Representation
  • Divorce and Separation—Tax and Property Settlement Consulting

We don’t just minimize your tax liability—we shorten your path to fulfilling your dream. Give us a call today to discuss how we can help you accomplish your goals.