{"id":43,"date":"2017-02-02T20:34:43","date_gmt":"2017-02-02T20:34:43","guid":{"rendered":"http:\/\/chrislearmancpa.com\/web\/?page_id=43"},"modified":"2023-12-10T20:18:29","modified_gmt":"2023-12-10T20:18:29","slug":"individuals","status":"publish","type":"page","link":"https:\/\/chrislearmancpa.com\/web\/individuals\/","title":{"rendered":"Individuals"},"content":{"rendered":"<p align=\"left\"><span style=\"font-family: Arial;\">How do I know if I am maximizing my deductions to minimize the amount of taxes paid?<\/span><\/p>\n<p align=\"left\"><span style=\"font-family: Arial;\">How do I manage the filing and record keeping requirements for the multiple rental properties I own?<\/span><\/p>\n<p align=\"left\"><span style=\"font-family: Arial;\">What are my filing requirements if I have lived in multiple states during the year? <\/span><\/p>\n<p align=\"left\"><span style=\"font-family: Arial;\">How do I assess what is best for my family\u2019s financial future?<\/span><\/p>\n<div align=\"center\">\n<table border=\"0\" width=\"1000\">\n<tbody>\n<tr>\n<td width=\"990\">\n<p class=\"MsoNormal\" style=\"text-align: center; line-height: 114%;\"><span lang=\"en-US\" style=\"font-size: 12.0pt; line-height: 114%; font-family: Arial; color: #5e0000; font-weight: bold;\">Our Individual Services Include:<\/span><\/p>\n<div align=\"center\">\n<table border=\"0\" width=\"700\">\n<tbody>\n<tr>\n<td valign=\"top\"><span style=\"font-size: 11pt; font-weight: bold; color: #000000; font-family: Arial;\">\u2022<a href=\"#1\">Tax Management &amp; Preparation Services<\/a><\/span><span style=\"font-size: 11pt; font-weight: bold; color: #000000; font-family: Arial;\"><br \/>\n<\/span><span style=\"font-size: 11pt; font-weight: bold; color: #000000; font-family: Arial;\">\u2022<a href=\"#6\">Financial and Retirement Planning<\/a><br \/>\n\u2022<a href=\"#9\">Internal Revenue Service and State representation<\/a><\/span><\/td>\n<td valign=\"top\"><span style=\"font-size: 11pt; font-weight: bold; color: #000000; font-family: Arial;\">\u00a0<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><a name=\"1\"><\/a><\/p>\n<p class=\"MsoNormal\"><span style=\"font-size: 11pt; font-weight: bold; color: #632423;\">Tax Management &amp; Preparation Services<br \/>\n<\/span><br \/>\n<span style=\"font-size: 11pt; color: #000000;\">We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities. <\/span><\/p>\n<p><span style=\"font-size: 11pt; color: #000000;\">Our preparation services include:<\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 11pt; color: #000000;\">1040 Individual Tax Return<\/span><\/li>\n<li><span style=\"font-size: 11pt; color: #000000;\">709 Gift Tax Return<\/span><\/li>\n<li>All State Returns related to forms listed above<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a name=\"6\"><\/a><span style=\"font-size: 11pt; font-weight: bold; color: #632423;\">Financial and Retirement Planning<br \/>\n<\/span><span style=\"font-size: 11pt; color: #000000;\"><br \/>\nOur goal is to help you reach your financial goals and maintain financial independence. We partner with other professionals to guide you through decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. When you are developing an investment strategy for your business or personally, we can work with financial planning professionals to ensure that your portfolio will take into account tax implications for an advantageous after-tax return.<br \/>\n<\/span><\/p>\n<p class=\"MsoNormal\"><a name=\"7\"><\/a><\/p>\n<p><a name=\"9\"><\/a><b><span style=\"font-size: 11pt; color: #632423;\">Internal Revenue Service and State Representation<br \/>\n<\/span><\/b><\/p>\n<p>Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit or receive a notice, the professional representation you can find with our firm can assist you through this process.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>How do I know if I am maximizing my deductions to minimize the amount of taxes paid? How do I manage the filing and record keeping requirements for the multiple rental properties I own? What are my filing requirements if I have lived in multiple states during the year? How do I assess what is &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/chrislearmancpa.com\/web\/individuals\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Individuals&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/pages\/43"}],"collection":[{"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/comments?post=43"}],"version-history":[{"count":11,"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/pages\/43\/revisions"}],"predecessor-version":[{"id":438,"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/pages\/43\/revisions\/438"}],"wp:attachment":[{"href":"https:\/\/chrislearmancpa.com\/web\/wp-json\/wp\/v2\/media?parent=43"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}