TAX PREPARATION FOR SENIORS & RETIREES
Withholding can be tricky if you are drawing Social Security, have Pension income, and/or have investments.
Let us take the guesswork out of your taxes and make sure you don’t have to write a big check come tax time.
We Understand, Nobody Likes Doing Taxes.
You’ve worked hard all your life. Let us do the heavy lifting when it comes to your taxes. Retirement can be tricky. Whether it is getting adjusted to a fixed income or trying to conserve what you’ve accumulated to pass down to the next generation, professional tax return preparation can save you time and money.
At Turner Vaught Accounting, we have a deep understanding of the tax issues facing seniors and retirees. We have significant experience with out-of-state pensions, capital gains tax issues, and social security income. Let us put our knowledge and experience to work for you.
Relax… We’re here to help!
You deserve retirement! You’ve worked hard for your family and deserve to take a break! Preparing your own tax return can be complicating and stressful for seniors. Let Turner Vaught Accounting alleviate the stress of preparing your own taxes. Our trained tax professionals understand your situation. You can count on our years of experience to insure that you pay the lowest amount of income tax allowed by law.
You would think that when you finally retire and start collecting Social Security that you no longer have to pay income tax. But this isn’t always true. In some cases, you may have to report some of your Social Security income on a tax return. You have worked most of your life and paid a lot of taxes. Must you really worry about Uncle Sam getting his share of your retirement income? Unfortunately, yes there are a number of tax burdens to be aware of in retirement. For most retirees, a large majority of their savings is usually in pre-tax accounts such as 401(k)s or 403(b)s and all of these dollars are taxable as income in retirement—meaning taxed as if you’re working when you are really not. We provide all of our clients with the highest level of professional and competent tax preparation to help maximize your tax benefits and lower your tax payments.
here’s what you get…
- Your tax return will be checked by a tax preparer and double checked by our head tax preparer. We do the extra work necessary to ensure that your return is accurate and will survive IRS scrutiny.
- We offer, but do not require, electronic document submission, electronic signatures, electronic filing, and electronic payment options. You literally could get your taxes done from your couch without ever stepping into our office.
- But… then you would miss our smiling faces and our how-can-we-make-your-life-better attitudes. We strive for the best customer service your ever received. We go above and beyond on a daily basis.