Messina & Patek Professional Accounting and Tax Services for Individuals
Income Tax Preparation
Tax laws are very complex and changes to the laws are made daily. No computer program or franchise employee armed with a six-week course in tax preparation can replace the professionally-trained tax accountant. Asking the "right stuff" in a client interview is the foundation for preparing a complete and accurate return.
Online tax software programs and non-professionals ask general questions to cover every taxpayer in every scenario. Answering one of these questions incorrectly could change your tax situation drastically and could lead to an incomplete return with penalties and interest, or worse yet, an audit.
- Tax Returns (including Sole Proprietorships)
- Personal Property Tax Returns
- Estate Tax Returns
- Gift Tax Returns
- Trust Income Tax Returns
Consulting
Tax planning can be done at any time of the year. Many taxpayers believe that Schedule A is the only attachment to an individual income tax return that will yield deductions. However with tax planning, income can be shifted from one tax bracket to another or other deductions may be discovered. With the personal service Messina & Patek provides, we take the time to spend with you to discuss your particular situation with careful consideration of your goals. Then we are able to create original plans to minimize taxes and make the most of financial resources.
- Income Tax Planning
- Retirement Planning
- Estate Planning
Representation
In the unfortunate event of an audit, Messina & Patek offers our clients Audit Representation. You won't need to deal with the IRS�we will. That's our job. Each year we spend many hours, more than required, in Continuing Professional Education. This knowledge assists us in providing our clients the latest and greatest tax strategies and tips in order to save you taxes and to avoid audit exposure.
- Internal Revenue Service Audit
- State Income Tax Audit
