Vicenti Lloyd & Stutzman LLP

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Personal Tax Returns

— What steps have you taken to minimize the tax you pay on your individual return?
— Do you know where you may be able to reduce the tax you pay on your individual return?
— Are you comfortable with and understand the deductions you take?
— Do you know areas of your tax return that may be of concern to the IRS?

A tax preparer with the technical ability to prepare tax compliance documents as well as the communication skills needed to help clients understand the numbers is the key to finding the answers to the questions above.  We will inquire to find all deductions and credits possible within the tax law.

Our tax preparers have many years of tax preparation experience as well as the experience needed to point out areas of tax savings while avoiding the high risk reporting areas.  We will correspond and represent your position in tax audits and advise on tax-saving strategies for the future year.

Who Needs This Service?

Individuals:

  • Who need to file a tax return
  • Who have a small business – Schedule C, retirement income, dividend income, stock sales, etc.
  • Who are interested in minimizing tax liability while complying with tax law

Benefits to Our Clients

  • Improved understanding of your tax position
  • Identification and plan for future tax savings
  • Informed decisions regarding tax-saving strategies
 
       

2210 E. Route 66, Suite 100, Glendora, CA 91740 | Tel. 626.857.7300 | Fax 626.857.7302
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