Tax Preparation and Tax Planning

Mary Wilson Keener, PC offers tax preparation services for individual and businesses. Your individual return can be filed by us, using the IRS e-file system for quick receipt or you may file a paper return, if preferred. With e-file, your refund can be deposited directly into your bank account, usually within a 2-week period. Business returns include corporations, partnerships and trusts, along with franchise, sales, and payroll tax reports. We monitor due dates for you and prepare the forms timely in order for you to meet the filing deadlines.

We continuously monitor federal, state, and local tax law changes to allow clients to minimize taxes and maximize profits. Our tax planning services will show you how to take advantage of all the deductions available for small businesses. We will make projections for the amount of tax due so that you avoid penalties and interest imposed by the IRS for late payments.

For prospective clients, we offer a free review of your most recent tax return to address your concerns.

• Tax Preparation and Tax Planning
• Bookkeeping
• Software Installation & Training
• Payroll Preparation & Payroll Tax Reports
• Employment Benefit Plans
• Management Consulting
• Business Plans
• Budgets & Forecasts
• Financial Planning
• Insurance Analysis
• Investment Portfolio Management
• Retirement Planning