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Taxes Preparation and Reduction Planning

At UFS, we conduct a comprehensive review of every client’s tax return to highlight opportunities for maximizing tax reduction. We actively seek tax solutions including tax advantaged investments. We also offer a free, mid-year tax review with your preparer to assure that all strategies are in place for a successful tax season. Financial planning clients receive discounts for their tax preparation services.

Some of the tax issues we tackle regularly include:

  • Relocation tax issues
  • State tax return preparation
  • Representation before the IRS
  • Tax return preparation
  • Individual tax preparation and planning
  • Business start up, counsel and corporate taxes
  • Small business accounting services
  • IRS and state tax audits
  • Income, gift and estate tax returns
  • 1031 like-kind exchange planning

IRS Forms

Tax appointment checklist

Tax Referral Program

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