Tax Preparation

WHAT WE DO:

Tax Preparation: We focus on accurate, quick, and painless tax preparation for personal income tax returns. By staying up to date on the ever-changing tax codes, we ensure that you are receiving all deductions and tax credits you are eligible for. We file your federal and state returns electronically, which allows you to receive your refund as quick as possible.

Tax Planning: We take a proactive approach in planning for our client’s financial future. By understanding our client’s financial picture, as well as their goals, we employ tax strategies that minimize the overall taxes paid by a client.

 

WHO WE ARE:

Our experienced staff know the importance of quality and attention to detail when preparing tax returns. Michael Malaney is an IRS Enrolled Agent, a designation earned by demonstrating a thorough comprehension of the tax code. While the tax return is important, we believe it is more important to understand our client’s entire financial picture in order to assist them in planning for their future.

Tax preparation services offered by David R. Burgio Custom Wealth Strategies, LLC are separate and unrelated to Commonwealth.

 

Enrolled Agent