At Augenblick & Company we understand that your individual tax and financial concerns are as unique as your personality. We offer a broad scope of services for individuals to make it easier for you to achieve your personal financial goals.

Working closely with our clients, our accountants build an income tax model during the summer that forecasts a client’s expected tax liability. Armed with this model, we develop strategies for withholding changes, estimated taxes, and tax liability reduction. This simple and planned approach takes the uncertainty out of tax time.

Beyond income tax preparation, we routinely help our clients address the tax and financial challenges of retirement. Income and salary planning are services of particular importance for our self-employed clients and those with stock option compensation packages.

Tax Planning and Tax Return Preparation:

Since the tax laws change frequently, we keep well apprised of the effects of these changes on our clients so our recommendations reflect the most recent revisions. Our focus is to ensure that you pay the lowest legally allowable federal and state taxes. To achieve this end, the following services are available:

  • Year-round tax planning to help you in evaluating the tax effect of transactions and to make adjustments before December 31.
  • Development of year-end tax strategies involving deferral or acceleration of income and deductions to take full advantage of tax law revisions.
  • Federal, state, and local tax preparation for you and your family.
  • Our expert team of tax professionals is also available to assist with IRS representation and disputes.