Does the return have any errors, omissions, or inefficiencies?

If your return is self-prepared, I can make sure you did it right.

If I find any opportunities to improve your refund or reduce your tax bill, we can file an amended return and get a refund.

Retirement plan?

Make sure your retirement savings are tax efficient, with appropriate assets for each account.

Let me analyze how much your investments are deflated by hidden fees.

Rollover opportunity?

If you have old 401(k) or IRA accounts, we can determine whether now is the best time to roll them over to improve your returns.

Roth conversion opportunity?  

“Undo Roth?”  (recharacterize)

For many savers, 2010 through 2013 are a great opportunity to pay taxes now on your retirement accounts, so you won’t have to pay at higher rates when you retire.

Let me analyze whether now is the right time for you to convert your IRA or old 401(k) to a Roth account, which will grow tax free.

Education expenses?

I can make sure your return has given you maximum credit and deductions for any college expenses you’ve paid.

I can also help you decide which accounts, trusts, and assets to use to pay college expenses.  You might be surprised at some of the strategies.

Investment taxes?

Let me look at your Schedule B and capital gains.  I want to make sure any losses are applied for the most value to you, and see how we can reduce taxes on your gains, dividends, and interest.

Real estate deductions?

Let me make sure you’re getting maximum deductions for interest, expenses, rentals, and real estate taxes.

Charitable deductions?

Do you need help deciding the best form for some donations you plan to make?

Health insurance, long term care insurance?

There are recent tax changes to long term care and health expenses which may lower your tax bill.

Estate and gift taxes pending?

I can help you avoid costly mistakes with gifts and inheritances