The right time for tax planning occurs before the tax year ends. That gives you time to better understand your tax situation and make appropriate course corrections. Caudell & Associates offers tax strategies for individuals that can help you maximize retirement plan savings contributions and other tax deferred benefits offered by your employer. We can also help you make sure to take full advantage of available deductions. More complex individual financial situations may benefit from income splitting, income/expense shifting or other strategies. Our CPAs also prepare tax returns for individuals, who benefit from the same research, software and experienced professionals used for our business clients.
We prepare federal and state returns for our clients. We can also prepare your Texas franchise tax if your personal return includes an LLC or other disregarded limited liability legal entity.