(317) 834-2276 | mejinfo@mjamescpa.com

Individual Tax Planning & Preparation

Hold onto More of What You Make with an Efficient Tax Plan

We view our relationship with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice. We understand that careful planning throughout the year is critical to reducing your year-end tax liability. Our tax team will assess your current and future tax situation and implement tax saving strategies to mitigate current taxes and potentially higher taxes in the future.

Our tax team is especially skilled at retirement account planning for you and your estate. Proper distribution strategies are essential to reducing income taxes for you and your heirs.  Managing the taxes due on the future retirement plan distributions is critical to retirement planning success.  Our job is to help you manage the deferred tax liability in your retirement accounts today, with the ultimate goal of living in a permanently lower tax bracket in the future.

Whatever your tax planning and preparation needs, we have the expertise to support you.

 


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