Tax Preparation
Let Berets Financial Services take the worry out of preparing your tax return! Before work begins I’ll review your documents and ask a few questions, and if we reasonably believe that we can complete your Federal return in our one-hour appointment, the price for preparing your return will be $149. Work beyond that initial hour is billed by time, which we’ll discuss at your appointment, or you can call 360-943-9592 with questions.
Tax representation and resolution
As an IRS Enrolled Agent, I am authorized to represent any taxpayer before the IRS. If you have tax issues from current or previous years, let’s discuss your situation to see what options you may have.
Tax planning
Tax code provides many people and businesses the opportunity to lower their tax bill through sound tax planning. As part of your overall financial strategy, we can find opportunities to save on taxes over time.
IRA Accounts
A great way to reduce your tax liability and prepare for retirement is to contribute to an Individual Retirement Arrangement (often called an Individual Retirement Account), or IRA. As a Registered Investment Adviser, Berets Financial Services can set up and manage an IRA for you, without an additional trip to another financial institution. Please call 360-943-9592 or e-mail lantz@beretsfinancial.com if you have questions about an IRA.
Berets Financial Services LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.