Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.
Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.
We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Our firm prepares all sales tax filings and offers full sales tax audit representation.
We provide expert preparation of federal and state estate, gift and trust tax returns.
Future Benefits Insurance & Retirement Planning was created on the principles of helping people like you receive guidance you can trust and products that can lead you to your financial goals.
At Future Benefits Insurance & Retirement Planning we believe that relationships can only thrive when values match.
Sometimes financial strategies that you've used in the past may not be the best strategies going forward. At Future Benefits Insurance and Retirement Planning we do what's right, not what's popular!
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