Year-Round Support for Individuals, Families, and Businesses

Mark Schwanbeck Tax Preparation - We provide Year Round Client Assistance

I don’t disappear after tax season. You can easily reach me through an email or phone call at any time. Here's what you can expect:

Tax Planning during the year to minimize your taxes for the following year. Be sure and contact me when your life changes:

  • New Job? I'll help you create a W-4.
  • Buy or Sell Your Home? I'll help you minimize your taxes on the sale and calculate estimated payments you might need to make.
  • Marriage or Divorce? Let's discuss the tax consequences.
  • Buying or Selling Securities? I will help you with the capital gains and ordinary gains tax issues.
  • Employee Stock Plan? Vesting and selling securities have tax consequences. I will help you plan for the best outcome.
  • Thinking about taking money out of your IRA or 401(k)? You should be setting aside some of the funds for taxes. Let me calculate the taxes that will be required.
  • Letter from the IRS? I provide IRS tax representation for those behind on paying or filing their taxes and I provide support for audits and IRS disputes. I will act as a buffer between you and the IRS
Ready to find out more?

Drop us a line today for a free quote!