Tax Planning and Preparation

Tax planning and tax return preparation services are provided by David A. Flanders, CPA, LLC, a certified public accounting firm. As a CPA-led firm, we leverage our knowledge and experience to help you:

  • Minimize your tax liabilities
  • Maximize cash flow
  • Keep you on track to reach your financial goals

Tax planning is a critical component of your overall financial life. Making a financial decision without considering the tax impact could have a devastating effect on your overall financial health and the ability to reach your financial goals.

Some life events—retirement, for example—come with substantial tax considerations. Life event tax planning focuses on the impact of significant events in your life, as well as the stages of your overall investment plan.

If you give away wealth, during life or at death, you may incur federal taxes—and possibly additional state taxes. These taxes include gift, estate, income, and inheritance taxes. You can help protect the assets you transfer from excessive depletion by understanding these taxes and the various strategies you can use to minimize them.

Other tax planning areas include income deferral, deduction planning, investment tax planning, and business tax planning.

Audit Representation 
Our experience with tax authorities allows us to guide our clients in processes involving federal and state agencies.  We help provide a sense of peace for those who have been chosen for an audit and we are prepared to answer any questions the IRS may pose for our clients.

Tax Planning and Return Preparation Fees 

Tax consulting and tax return preparation fees are billed by David A. Flanders, CPA, LLC. Tax consulting is billed at an hourly rate. Tax return preparation cost is determined by the specific forms required by the IRS to be completed for each tax return.

Tax return preparation services include the following types of returns:

  • Individual/Joint
  • Partnership
  • Corporation
  • Trust
  • Gift
  • Estate
  • Not-for-Profit
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