..

Tax Planning and Preparation

The complexity of the Internal Revenue Code and additional regulatory requirements can quickly overwhelm the individual taxpayer. Our tax business is based on a thorough knowledge of the myriad details of tax preparation. We use our knowledge and experience to assess your tax preparation needs and personalize your individual tax situation.

We have extensive experience with complex tax issues such as

• stock options (both ISO and NQ)
• stock splits
• employee stock purchase plans (ESPP)
• stock and mutual fund dispositions
• business income and losses
• farms and ranches

We want to work with you on your tax issues. We attend conferences and continuing education classes throughout the year to stay current with the ever changing tax code and the impact on you as a taxpayer.

Call our offices at the 512.346.5398 if you would like to schedule an appointment with Sue or Vicki. Prior to your appointment, we request that you download and print out our free Client Organizer. The Organizer will notify you of the different records and information we will need to complete your taxes, including a copy of last year's tax return. An additional benefit is that we store an electronic history of your financial information, providing continuity in your tax history that can simplify the process in future years. You may complete the Organizer pages before your appointment, or bring them with you and we will assist you. Even if you cannot complete all the organizer pages, please use it as a guide to the relevant information we need.