TAX SERVICES

AMICK TRIGG LLC - PROFESSIONAL TAX SERVICES FOR INDIVIDUALS

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As we build a relationship together, I want to learn about your needs and goals. This allows me to understand how best to serve you. 

Committed to providing significant value, the following services will help your personal bottom line:

TAX PREPARATION: Federal, State and Gift tax returns for individuals.

TAX PLANNING: Strategies and analysis to minimize your taxes.

TAX REPRESENTATION: Liaison between clients and the IRS.

FINANCIAL MANAGEMENT: Budgeting and cash flow needs. 
 
RETIREMENT PLANNING: Evaluation of saving rate, tax effect, income need and asset allocation.  

Important due dates for 2013: 

Return filings 

April 15 – Individual and gift returns due for calendar year taxpayers
October 15 – Extended individual and gift returns due for calendar year taxpayers 
 
Individual estimated tax payments
April 15 - 1st quarter

June 17 - 2nd quarter

Sept. 16 - 3rd quarter

Jan. 15, 2014 - 4th quarter

 


 

IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements of the Internal Revenue Service, we inform you that, to the extent any advice relating to a Federal tax issue is contained in this communication, including in any attachments, it was not written or intended to be used, and cannot be used, for the purpose of (a) avoiding any tax related penalties that may be imposed on you or any other person under the Internal Revenue Code, or (b) promoting, marketing or recommending to another person any transaction or matter addressed in this communication.