Personal Income Tax
Yates Whitaker offers a variety of personal tax services. All of our services are based on preparing you to make the tax season as easy as possible. We provide a tax assessment checklist that allows you to collect all of your documents in one place. We send out tax tips and tools so that you are aware of the changes in tax regulations for the year. We make sure that we focus on reducing your tax liabilities and take advantage of tax planning opportunities.
SERVICES WE PROVIDE
Tax Planning
Tax Return Preparation
Estate Planning
Trust Tax Planning
Financial Statements for Trusts
Budget and Cash Flow Projections
Personal Income Tax Preparation
The focus of Yates Whitaker is on knowing you, the client. This approach allows us to take a proactive approach to your taxes and design a plan around you. We make it easy for you to compile your information and beat those stringent deadlines.
Our accounting professionals at Yates Whitaker focus on providing comprehensive taxation services in the areas of personal, family and estates. Our personal tax accounting team ensures that you are able to plan your finances effectively while lowering your tax liabilities. We will keep you informed of the changing tax regulations and how they might affect you or your family.
Our mission is to ensure that we are here for you year-round, not just in tax season. We are excited to see you, answer your questions, advise about that rental property and share your excitement about any new business opportunities. Let us assist in planning for the present and the years ahead.
COMMON PERSONAL TAX DISCUSSION ITEMS
I have a business, should I incorporate?
What tax shelters are available to me?
What types of expenses are deductible?
What are the tax implications of buying a rental property?
Estate Tax Compliance & Planning
Yates Whitaker understands that estate planning is an essential part of tax preparation. Estate planning is particularly important if your estate involves significant assets, cross border properties and complex challenges. Careful and orderly estate planning facilitates the smooth transition of assets to your beneficiaries, provides financial comfort to surviving loved ones, and can reduce or eliminate the taxation due to the dissolution of your personal and business assets. For business owners, providing for continuity in your business and succession of ownership is an essential part of the overall strategic planning.
Yates Whitaker will guide you through the strenuous process of getting your financial affairs in order and lend our expertise in the following areas:
Business Succession Planning
Trust and Estate Taxation
Estate Plans
Deceased Taxpayers Tax Filings
Post Mortem Tax and Estate Planning