Think of yourself and your family as its own business. You need to do a lot of the same things a business does to grow your family.
Our financial services for individual clients include tax preparation, tax planning, financial planning, and computer/software training. With our help, your financial future can be as exhilarating as a great downhill run on fresh powder.
Today’s tax laws are so complicated and constantly changing that preparing your own tax return can be a task that leaves you with more questions than answers. Filing a relatively simple return can be very confusing. It is too easy to overlook deductions and credits to which you are entitled. Even if you are using a software program there is no substitute for the assistance of an experienced tax professional.
It is our goal to complete your tax return within seven days. This target can change slightly in early March when business returns are due and near April 15th. To provide faster refunds and documented IRS acceptance of each return, we provide our clients with electronic filing services.
The information you provide to us will be thoroughly reviewed for completeness. Your return will be checked and rechecked for accuracy and compliance with current tax law, and identifying potential problems the IRS may look at more closely. Our investment in the best tax preparation software is not only a valuable efficiency tool but also helps us minimize your tax obligation.
Planning is the key to successfully and legally reducing your tax liability. We will thoroughly review your completed return(s) and recommend tax saving strategies to maximize your after-tax income.
We make it a priority to continuously educate ourselves on the ever-changing tax laws so that we may help you minimize your taxes throughout the year.
Think of yourself and your family as its own business. You need to do a lot of the same things a business does to grow your family. Your future depends on managing your assets, not just your money, correctly. We will help you plan for your future – kids, college, vacations, retirement – by developing a budget and updating your plan as your life changes. We have teamed up with some of the area’s best professionals to help meet your needs in areas such as investments, mortgages, and real estate.
The Sunderland Group has extensive experience working with computers and various software programs. We will help you buy and set up a computer system, set up a wireless network in your home, load the necessary software programs onto your computer, and train you to utilize your software programs.