Individual Tax Preparation
Maximize Your Savings
Navigating the complexities of personal income tax can be overwhelming. At Pulito Consulting Group, we are dedicated to simplifying this process for you and ensuring that you get the most out of your tax returns. If you’re looking for a reliable partner to handle your personal taxes, you've come to the right place.
Why Choose Pulito Consulting Group?
Whether you're a W-2 employee, an investor, or someone with a more intricate financial situation, our expert team will tailor our services to meet your specific needs. Here’s what you can expect when you work with us:
- Individualized Tax Planning: We start by examining your unique situation. Whether it's W-2 income or complicated investment returns, we pinpoint opportunities for savings.
- Attention to Detail: We know the ins and outs of the tax code and strive for consistency to minimize the risk of an IRS audit.
- Risk Management: We’ll discuss the pros and cons of potential deductions and credits, helping you understand the trade-offs between the risk of a position and minimizing your overall tax liability.
- Stress-Free Process: Bring in your paperwork, even if it's in a shoebox! We’ll organize and systematically review your documents to ensure everything is accounted for, lowering the risk of oversight.
What You Need to Know About Our Services
To get started, all you need is your previous years' tax returns and any documents relevant to the current tax year. We take it from there:
- Collect your documents, including W-2s, 1099s, and financial statements.
- Maintain consistency with previous years' returns to avoid IRS scrutiny.
- Identify and leverage deductions and credits to help save you money.
Frequently Overlooked Deductions
Many clients miss potential savings opportunities:
- Donor Advised Funds
- Self-Employed Health Insurance
- Health Savings Accounts
- Education Related Tax Credits
Stay Informed and In Control
We believe in transparent communication. After completing your return, we walk you through the details, ensuring you understand every aspect. This often triggers reminders for any missed items, allowing us to promptly adjust if necessary.
When Will You Get Your Refund?
If you file early and electronically, you might see your refund within about three weeks. However, the IRS can be notoriously slow. Rest assured, we do everything we can to expedite the process. Pulito Consulting Group is committed to giving you peace of mind throughout the entire tax return process.
Connect With Our Team
Have questions or need assistance? Our dedicated team is here to help you navigate your financial needs—reach out to us today!
