Individual Financial Planning
Preparing your own income tax return can not only be frustrating and confusing for the average taxpayer but it may end up costing you money. When an experienced Stone Mountain, GA CPA firm like Chavis & Associates prepares your taxes we make sure you never pay Uncle Sam any more than you owe. We’ll prepare your taxes quickly and accurately, file them on time and get you the highest tax return possible. We help individuals from all tax brackets find ways to reduce taxes and preserve wealth.
But our tax services go beyond tax preparation. Chavis & Associates will help you plan for the future by developing personalized tax strategies for retirement planning and college savings plans. We can also work closely with you to develop a comprehensive estate plan that matches your priorities and preserves your assets for future generations. For clients who are experiencing tax problems, we can work directly with the IRS to settle your tax debt, file back taxes and get rid of any unfair penalties. Whatever your concerns, we’ll take the time to listen carefully and provide sound, balanced financial advice you can depend on.
Tax and Financial Planning for Individuals
We’re ready to answer your tax questions! Call us today at 404-298-9413 to set up an appointment for a free initial consultation.
- Income tax preparation
- Personalized tax planning
- Estate planning
- Trusts and gifts
- College savings programs
- Wealth accumulation
- Personal financial statements