Individual Tax Planning and Preparation  

We successfully prepare current year income tax returns, tax opinions and tax planning. We are committed to minimizing your tax liability to the lowest amount legally permitted. Learned Tax & Financial Services represents individual clients in all tax brackets. We save our clients money on current year tax returns as well as review their previous two years' tax returns to ensure all the deductions and credits they were entitled to by law. There is no charge for this Refund Review Analysis. If we identify additional refund amounts to which you are entitled, there is a charge to prepare the amended federal and/or state returns to claim those refunds.

A Refund Review Analysis will require a few additional minutes of your time to fill out a tax questionnaire, which helps us identify potential deductions and credits to which you may be entitled. Upon completion of your current tax return a questionnaire will be included in your current year tax package. Once you have completed the questionnaire, you can either mail or deliver the questionnaire, prior year tax returns to be reviewed and any other related tax documents (such as W-2 forms, mortgage interest statements, home sale documents, etc.) to Learned Tax & Financial Services. If no additional savings are possible, we will promptly return all documents without charge.

We guarantee the accuracy of the tax returns we prepare and offer assistance in the event of an IRS audit. With Learned Tax & Financial Services, you are not obligated to accept and pay for your return until you're satisfied.

Follow this link [ Individual Tax Preparation ] for information on the information required for Learned Tax & Financial Services to complete your tax return.

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