Making Life Less Taxing
Give Us a Call Today: (817) 769-2465

 

Tax Preparation & Planning Packages

Learn about our tax preparation packages & which is best for you personally or your business.

Tax planning is the key to successfully and legally reducing your tax liability. We go beyond standard tax return preparation and proactively recommend tax planning strategies to maximize your after-tax income. 2 hours of our advanced tax planning services are included in our Gold Tax Package. Our advanced tax planning services include:

Income/Cash Flow/Debt Analysis
 
Risk & Insurance Planning
 
Investment Review

Tax Planning

Retirement Planning

Estate Planning

Education Funding

Pension Analysis

Avoidance of tax is not a criminal offense. All taxpayers have the right to reduce, avoid or minimize their taxes by legitimate means."
IRS manual sec 25.1.1.2.4

Speak with a Professional CPA Today

 Call (817) 769-2465

Chandler & Knowles CPAs © Copyright 2017

Making Life Less Taxing

Rick Schenck
UPS Business Owner

"They are a great company to trust with all of your tax needs. They are good people and I enjoy my relationship with them. And it truly is a relationship, not just a service I use once a year."

Tony Rex
CEO Medical Experts of Texas

"I recommend Chandler & Knowles CPA's without hesitation, and we look forward to working with Rochelle, Kristy and the rest of the C&K staff for another 7 years and beyond!"

Advanced Tax Planning Services

 

Choosing a professional to assist with your tax return preparation isn’t a decision you should make lightly. You need to work with someone who has the experience necessary to minimize your taxes while remaining in compliance with IRS rules. If you choose an inexperienced tax accountant, you may end up paying more than you have to in taxes. Additionally, choosing an appropriate level of service based on the complexity of your tax return can have a major impact on your tax liability. Learn more about our tax preparation packages and select the best package for you.

Get Started Today!
FAQs About Our Tax Planning Services

What is tax planning?

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success. Our Gold Tax Preparation Package includes 2 hours of our advanced tax planning services.

What do you need to bring for tax planning?

You can bring as little or as many documents you want. Depending on how comprehensive you would like us to be, the more information you provide, the more you will benefit from the process. 

Download our Document Checklist.

What services are not included in tax planning?

We offer a la carte services that supplement the standard tax planning services. These services include: bookkeeping & payroll administration for your business, financial statement compilation for your business, reviewing IRS letters, unique research into tax law, software consulting & training, review of self-prepared return, audit representation, drafting responses to IRS letters, RMD calculations, Simple/SEP contribution calculations, personal financial statements, MFJ vs MFS calculation and more.

Tax Planning Process 

Get more information about our tax planning process in our quick video. Contact us today to get the process started.

Get Started Today!
How It Works

 

Answer
Questions

Review Your
Tax Return

5
3
4

Secure Our
Services

2

Obtain
Quote

1

Complete Your
Tax Return