Too often individual and family tax services begin and end with the preparation of the tax returns. The primary focus of tax services at Bovard LLC is on planning. Our experienced tax professionals understand the importance to our clients of maximizing tax credits and deductions on their behalf.
As such, the foundation of individual and family tax services at Bovard LLC begins with understanding the client’s goals, objectives and what’s happening in their life. Life experiences including getting married, divorced, having children, needing to plan for child’s college education, and starting, expanding, selling or transferring a business have a significant impact on their tax liability and personal financial goals.
The benefits of working with the experienced tax professionals at Bovard LLC include:
- Focused on understanding your goals, objectives and what’s happening in your life which results in maximizing credits and deductions on your behalf.
- Educating clients on their individual tax situation, available options and delivering a customized solution.
- Available for consultation throughout the year rather than just at tax time.
- Automated appointment scheduling, flexibility of office hours and locations geared to your convenience.
- Services are delivered on time and on budget.
Individual and family tax services include:
- Federal , state and local tax planning and return preparation including U.S. citizens living abroad
- International non-resident tax planning and return preparation
- Trust, estate and gift tax planning and return preparation
- Tax controversy assistance with respect to audits and assessments by federal, state and local taxing authorities
john.bovard@bovardcpa.com