At Lifetime Tax Service, our goal is to simplify your financial life and protect your wealth. We offer you service that is personal, private, and exclusive. We aspire to have only a limited number of clients but to provide personal service to every one of them. Each of our clients receive professional assistance to help ensure their long-term financial success.
We specialize in tax preparation for individuals along with personal tax and financial planning services. By limiting the size and scope of our practice, we're able to take the time to analyze your financial situation and offer planning recommendations to help you avoid negative tax consequences, minimize your tax liability, and keep your financial goals on track.
We specialize in tax preparation for individuals along with personal tax and financial planning services. By limiting the size and scope of our practice, we're able to take the time to analyze your financial situation and offer planning recommendations to help you avoid negative tax consequences, minimize your tax liability, and keep your financial goals on track.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness, and quality. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention. Our high standards, service, specialized staff, and outstanding performance is what differentiates us from other firms.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Please note the following tax due dates on your calendar, and come back often to keep up with the changes. Use this guide to determine how long you need to keep your tax and other financial records. How much tax will you pay this year? Will you get a refund? Knowing your income tax rate can help you calculate your tax liability for unexpected income.
