Services

No amount of income or wealth is too small or too large for our tax planning services. Our tax plan will save you hundreds and sometimes thousands of dollars year after year. You only pay once and reap the rewards of your tax savings in years to come.

We will review and analyze your most recent tax returns. We will review all possible ways to reduce your tax liability including reducing your taxable income, claiming/increasing deductions, claiming/increasing tax credits, or lowering/eliminating taxes. You will be asked to provide us with possible future financial or family events that could change or alter your tax liability, including other sources of income, increase/decrease in future wages, marriage, and having children to name a few. Our analysis of your prior year tax returns combined with your future financial events will be used to determine your tax returns for the next 3 years.

Solutions

We will take all of the previous tax return information, combined with any possible future events, and show you what your next 3 years will look like for tax purposes. We will advise you of certain steps you can take to minimize your taxes and how that could affect you financially. We will give you various scenarios and some choices as to how you want to tackle your taxes over the next few years. We will give you all the necessary information so that you can make an informed decision as to what is best for you and your family.

Your tax returns will be broken down by line item with an explanation of each item. We will go through various scenarios for each tax year to show you the end result if you were to make certain changes. You will have a clear tax plan you can use over the next 3 years so you can plan ahead and not be surprised at the end of the year when you file your taxes.

A review and analysis of your tax situation will include the following:

• Compare income amount to income thresholds for deductions/credits
• Analysis of deductions/credits being limited due to taxable income
• Review of federal withholding from wages
• Review possible underpayment tax penalty for both federal and state taxes
• Future tax liability

Your Tax Plan will contain the following:

• Income tax return for the next 3 years
• Clear explanation of each line item
• Review of tax liability, tax payments, and the net refund/balance due each year
• Description of changes and assumptions made for each tax scenario
• Final recommendation to reduce your tax liability

Prices

We have three different plans depending on your tax situation. The more complex your tax situation the more robust and expensive the tax plan.

Payments

We accept all major credit cards. Payment is made through our online merchant processor. They are certified and provide a secure environment where data is encrypted to protect your credit card information.

We do accept cash or check. If paying by check, please make the check payable to "Niner's Accounting/Tax Services" and mail to P.O. Box 90881 Washington, D.C. 20090.