Tax Preparation

Depending on your individual circumstances, the federal and state tax codes can be exceedingly complex. Despite the proliferation of do-it-yourself tax software programs available today, you may find it desirable for us to prepare and file your income taxes and to implement effective tax planning strategies for you.  Some of the benefits of doing so are:

  • Eliminate the worry, aggravation, headache and stress of doing your own taxes
  • Free up your time to focus on other things that perhaps matter more in your life
  • An experienced tax pro will ensure accuracy and compliance with federal and state tax codes
  • Professional tax preparation may minimize your risk of an audit

In many cases, 'found' deductions more than offset the cost of professional tax preparation, and for the self-employed, tax preparation fees are fully deductible on Schedule C...which can translate into even greater savings.

At Knightsgate Financial Advisors, your tax returns are prepared by an Enrolled Agent who has earned the privilege of representing taxpayers before the Internal Revenue Service.  Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.  Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation.

If you'd like to learn more about our tax preparation services or would like to schedule your free initial consultation, please contact us at 805-532-0109 or