Individual Income Taxes
My lens is always engaged on two outcomes:
Claiming every deduction and credit we possibly can to minimize federal and state income taxes, and
Keeping taxpayers in compliance with their federal and state reporting and payment obligations, to avoid any issue with taxing authorities down the line.
What’s great about the tax code is that both of these objectives can always be worked at the same time.
Overarching any tax project is also my dedication to proactive planning. My clients are always the first to know about my extensive knowledge of tax-advantaged vehicles that can give them a leg up. Whether this means setting up a new retirement account, education funds for their children and grandchildren, Health Savings accounts for medical expenses they are already paying out of pocket, or planning their anticipated charitable giving to be the most advantageous for their tax situation.
My year-round, relationship-focused, case-by-case approach is sought after and my project-based pricing can work with your budget. Please set up your complementary 30-minute consultation today if you think I can help you: https://calendly.com/dixontaxvt
