TAX PLANNING
Tax Prep
No one likes paying taxes, but at DeLeon & Stang, we can at least make it more bearable.
Our tax prep service starts each December, when we provide you with timely information and advice while you can still take certain actions to minimize your tax exposure for the current year. We also give you clear instructions about what documents we need from you (and when) and follow up with questions as needed. If you’ve already engaged with us on tax planning, there’s even less for you to do.
After we receive your paperwork, we then prepare your federal and state tax returns. We’re proud to stand behind every return that we prepare, and will represent you before the IRS in the unlikely event of an audit. We can also help you implement bookkeeping strategies that will make tax preparation easier each year you work with us. For additional peace of mind, when it’s all done, we maintain a digital record of your return and any supporting documents.
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I gotta tell you—this year's tax return system was soooo easy. Of course, it doesn't hurt that I liked the return so much. These kind of years only come once in a while (lifetime?)
Each year I am in awe that there are folks like you and your crew who do this work (truth to tell: I'd rather put sticks in my eyes)—and eternally grateful that there are. Please thank everyone for me.
And this year I remembered to pay the bill on time . . . without a friendly nudge from Jeanie.
Hope you, and your family—and work family—are weathering these trying times as well as possible.
Cheers.
—Alicemarie