Tax Preparation & Planning

Tax preparation has become a time-consuming and tedious task of data collection, reading and understanding forms, and complex schedules and calculations.  Having someone else assume most of this burden frees you to attend to the tasks you want to do.  It gives you the peace of mind of knowing that your returns will be done by those who specialize in keeping up with the myriad tax code changes.  At Lassus Wherley & Associates, our expertise includes returns for individuals, businesses, and estates and trusts.

It is very reassuring to have someone to talk to when you’re faced with life decisions that might affect your tax situation.  Cars, houses, retirement plans, and income sources are just a few examples of everyday decision-making situations that present complex and difficult choices.  Building a relationship with a tax professional eases the process and helps you clarify your direction. 

Tax preparation and planning fees consider time and expertise.  We can provide the arrangement that best suits your needs.  

·        Strategies to reduce tax obligations and maximize what you keep

·        Reviews by licensed Certified Public Accountants

·        Advice and counsel throughout the year

·        Representation for audits or letters of inquiry from tax authorities

• Fee-only Financial Planning
• Investment Management
• Family Office Capabilities