Tax Preparation and Planning

Taxes are always a part of life for individuals and businesses that seem to get more complicated each year. With new tax law changes taking effect in 2018 as part of the Tax Cuts and Jobs Act, it’s a good time for high net worth taxpayers to revisit their retirement plan to see how they might be impacted and what opportunities there are to generate tax savings. McBee & Co., PC has been filing personal and corporate tax returns since 1984 while working in partnership with our clients to minimize tax liability through proactive tax preparation and planning.

Professional Tax Strategists Working for You

Proactive Tax Planning

McBee & Co., PC’s commitment is to be proactive with tax planning. We are diligent about remaining up-to-date on the changing tax laws so that we can offer our clients the best advice on tax-saving opportunities available. Our goal is to minimize your tax liabilities and maximizing your future opportunities while remaining in full compliance with IRS statutes. With the recent changes to the tax code we all know this is not a small task. Our staff has spent hours and hours researching the new tax laws so that we can best serve our customers.

Tax Saving Strategies

We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive proactive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.

Tax Preparation

With proper tax planning the tax preparation process is less complicated. We have already identified the best strategy for our client so now our job is to complete the tax returns accurately and efficiently with as little hassle to our client as possible. Our processes are designed to make it as easy on our clients as possible and stress free.

Proactive Tools

We have tools to help our clients keep organized throughout the year so when it is time to pull all those receipts together it can be done in a stress free and organized manner.

Contact us using the form below to learn more about our tax planning and preparation strategies.

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    Assurance and Audit Services

    We provide financial reporting on three levels of assurance to meet our client’s needs.

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    Tax Problem Resolution

    We can help you resolve tax problems no matter if they happened this year, or many years ago.

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