Other Services

Advanced Tax Planning

Tax planning and identifying tax-cutting techniques can be complicated if you are not familiar with the language of the tax code. We will work to help you understand the opportunities and benefits of tax planning as it applies to your specific situation.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them.

Contact us and we’ll discuss your financial and tax situation and determine how we can help you.

Accounting

WorkMyTaxes can help you with accounting and tax filing compliance in all tax matters.

Our Accounting service is designed to have someone on your side looking out for your financial interest.

Our Accounting services includes:

• Monthly two-hour face to face/online meeting/ visit
• Complete confidentiality
• Balancing your checkbook
• Monthly balancing of your bank accounts, credit card accounts and investment accounts
• Easy to read monthly reports tracking your expenses

Estate Planning

WorkMyTaxes can help you with the estate planning as well. We have inhouse expertise to address your estate planning strategies to benefit most you financially.