Do you want tax time to be as easy and pain-free as possible?

Do you want to stay informed on ways to reduce your tax bill?

Do you want to pay the least amount of taxes possible?

If you answered yes to any of these questions (and we don’t know anyone who would answer “no” to the last one!), then you’re in the perfect place to find out about how we can help you with your tax return preparation, fast and easy filing, and tax planning to reduce your tax bill.

Tax Return Preparation

We know that tax time is probably not your favorite time of the year!  We want to make it as quick and pain-free as possible for you.  We can help you navigate the maze of forms, requirements, deadlines, and constantly changing tax laws so that you can be aware of the possible financial opportunities available to your circumstances.

When you hire a tax preparer, make sure they:

• Have obtained a current year PTIN (Preparer Tax Identification Number).  Otherwise, they are ineligible to prepare your IRS returns.
• Have attended continuing education tax courses so they know the newest year’s rules.
• Have a quality control process within their business so that your return will be checked for errors.
• Can eFile your returns so that your refund, if any, will be returned faster.
• Explain your return to you so that you understand what you are signing.  You are ultimately responsible for your own tax return, so it’s essential that you understand it.

Feel free to ask us these questions, too!

What We Do

We help our clients with the following services:

• Prepare and efile your individual, corporate, and estate tax returns at the local, state, and national levels so you can get any refunds back as fast as possible
• Keep you informed of due dates so you can stop worrying whether you’ve forgotten to file something important
• Answer your questions and explain your options
• Explain the complex in an understandable way so you can feel confident you’ve made the right decision
• Support in case you receive a tax bill or audit notice form any tax agency

To discuss any of these services, please give us a call or email us.  We’ll set up a complimentary initial session so you can find out more about how we can help you.

Tax Planning

We’re committed to helping you keep your hard-earned money without paying a penny more in taxes than you’re legally required to do.  And some of the biggest savings can come when we work together and plan ahead. We offer proactive tax planning suggestions to save you money when tax time comes.  Please give us a call any time of the year, so we can start finding ways to save you money.

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Contact Us for a Consultation

Give us a call at 574-208-6058 or email us at matt@lohbookkeeping.com to find out more.