Client Services

CTS offers a wide range of services to our clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Tax Services

Tax Planning

The most effective tax planning occurs long before a tax return is prepared. By planning ahead, we can be sure you will pay the lowest tax possible under the law. Tax planning opportunities occure when there are changes ... changes in the tax law or changes in your life. We constantly monitor changes in the tax law and alert you when there are opportunities for tax planning. We encourage our clients to contact us whenever anticipating or considering a change in their lives, either financial or personal. By communicating before decisions are made, we can discuss the related tax consequences and recommend tax saving strategies and plans.

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Miscellaneous

Tax Preparation

At CTS, tax preparation means more than "crunching numbers." It means getting to know you - so we can make sure you are paying the least amount of tax legally possible. It is important that we understand your occupation and business, your personal goals and challenges, and your family relationships. This knowledge helps us probe for deductions, alert you to tax planning opportunities, advise you of recordkeeping requirements, and review and compare your current tax return to prior years' income and deductions. Your tax appointment includes a review of your upcoming year's tax situation, a discussion of recent tax law changes that may affect you, and an analysis of the need for estimated tax payments or adjustment of withholding. We encourage your questions and like to explain the specific tax laws that affect your income and deductions.

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Tax Planning Opportunities

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Trusts and Probate Estates

We prepare many Income Tax returns for trusts and probate estates. We always extend a caring hand to the executors, trustees and grieving family when a death is involved. We work with the trustee or executor - explaining the process, the special tax return requirements, and the recordkeeping rules. We often consult with attorneys. We work with professional conservators and help uncover the past tax history of their clients.

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Trust and Estate Planning

Whether your estate is small or large, CTS can help you tailor your plans and assist you with your tax concerns regarding trusts and estates. We can explain the impact of the tax law pertaining to various issues such as setting up a trust, taking care of the children and having funds for their support, making gifts while you are living, having your assets go to those you intend, making sure your estate has enough funds to pay all final expenses, and avoiding or reducing estate tax. We will help you find a qualified attorney or work with yours.

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Estate and Gift Tax Return Preparation

Form 706, the Estate Tax Return, and Form 709, the Gift Tax Return, are completely different than income tax returns. Other tax professionals and attorneys refer this tax preparation work to us because of our experience and expertise.

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Audit Representation

If you are being audited, you should consider being represented by CTS. We have handled the tax audits for over 3,000 taxpayers who were referred to us by other tax preparers. We have extensive experience negotiating with the IRS and other tax agencies. We take the worry out of the audit process by helping you organize your records and document your deductions, and then we present your case to the government without your being present (in most cases). We can serve as your advocate in all tax matters.

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Tax Problem Resolution

We have special experience and expertise solving a wide variety of tax problems. We can help if you:

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Specialized Areas of Expertise

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