Tax Preparation

TaxesPreparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.

At Stockton & Associates, our experts prepare Federal and State income tax returns for Individuals, Partnerships/LLC’s, C Corporations, S Corporations, Trusts and Estates using the newest and most comprehensive software and technology.  We stand behind our work and can represent you before the IRS and any state taxing agencies should they make any inquiries or decide to examine your returns.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.  Many of our clients prefer to meet with us quarterly or semi-annually to more effectively manage their tax planning strategy throughout the year.

We make it a priority to continually enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars and subscribing to a wide variety of periodicals and research tools.

We also make it a habit to keep our clients informed of changes in the tax laws that may affect them or their businesses with frequent newsletters and updates.