Individual Tax Preparation & Planning

BHRS prepares more than 800 individual tax returns each year, including state return filings in 35 of the 50 states. Our goal has always been to provide a professional product at a reasonable price, and give the average taxpayer an above-average experience. We pride ourselves in treating our clients in the manner we wish to be treated, and giving them answers to even the most obscure tax question.

We want your return to be in complete compliance with the Internal Revenue Service regulations, but we also want you to be aware of the options available under those regulations. Our clients tell us that in addition to this compliance feature, they appreciate our ability to provide their tax liability or refund status in advance of the April 15th tax deadline.

During your tax planning meeting, we will provide tax savings options (deferring income to the following year, making tax deductible payments prior to the end of the year, maximizing retirement contributions, etc.) to lower your current year income tax liability.

During your annual tax preparation meeting, we will discuss any personal changes that you want us to consider (loss of job, retirement, capital gains/losses, college funding, separation/divorce, etc.) and evaluate how those changes may affect your tax liabilities moving forward. At that time we can discuss any recommended changes to your income withholdings, retirement contributions, estimated tax payments, etc. We want to be your trusted tax advisor throughout the year.

< Back to Tax Services

Call us today at 913-491-5080 for more information on Tax Preparation & Planning or any of our other tax services.