Tax Services

Income Tax Preparation & Planning

 

Tax planning and preparation form a winning combination for our individual and small business clients. Whether you are an individual or a business, our experienced staff of tax accountants, CPAs and tax preparers can develop tax strategies that take advantage of tax laws and legislation to lower your tax burden.

Our firm's tax preparation services include:

  • Individual (Form 1040)

  • Corporation (Form 1120)

  • Estate (Form 706)

  • Fiduciary (Form 1041)

  • Gift Tax (Form 709)

  • Organization Exempt from Income Tax (Form 990)

  • Partnership (Form 1065)

  • S Corporation (Form 1120S)

 
 

Retirement Planning

Retirement planning is the process of analyzing your retirement goals and determining a plan to achieve those goals. Retirement planning is closely related and often integral to tax planning. It is a life-long process that is best started early in your working career.

We can help you select the proper type of retirement accounts for your tax situation and the level of funding necessary to reach your goals.

Note that JOD does not sell or recommend specific investment products. If you are not comfortable choosing your investments, you should work with an investment advisor.