Custom Tailored tax services
At Warnick CPA Services, our goal is to ensure that your tax and financial needs are met by combining our years of experience mixed with the service you deserve. With the ever-changing complexities of the tax code and tax filings, don’t risk making costly mistakes trying to handle your tax matters on your own. Simple mistakes can cost you hundreds to even thousands of dollars potentially costing more time and headaches than what it would cost to have our firm handle these matters for you!
Feeling underserved by your current tax preparer or feeling you’re being overcharged for the services you’re currently getting? Our affordable services will leave you feeling at peace of mind knowing you’re financial matters are being handled by an experienced professional but also feeling like you are receiving value for your investment.
Our Services for INdividuals include:
Tax preparation
Let us handle your federal, state, and local filings for you! We can accommodate complex reporting issues such as multi-state filings, business income, investment income, rental income, and many others!
Individualized Tax Planning
No two persons’ tax situations are the same. If your tax situation merits year-round attention, we can meet with you throughout the year to ensure you’re in the best tax position possible and that you are not met with any surprise tax bills when it comes time to file your next return.
IRS Representation
Receiving threatening notices from the IRS or other taxing authorities? Facing issues with previously filed returns? We can help you get your matters resolved!
Budgeting
Needing help managing your current funds? Not sure if you have enough money to pay for that next vacation or start a business? Let us help you create a budget to meet your goals! If your financial situation requires complex planning, we have connections to some of the finest financial planners in the industry!
Trust and Gifts
We can assist you in filing returns for simple and some complex trusts along with planning for and file returns for taxable gifts.