Tax Preparation Services for Individuals

The Henssler Financial Group offers a variety of tax services to meet almost every need—from a Form 1040 (even the 1040 EZ) to Form 706 (the estate tax return). Our staff is ready to assist in the preparation of personal, corporate, partnership, trust, gift and estate tax needs.

The Tax Professionals at The Henssler Financial Group pride themselves in providing customized services that meet the client's individual needs. Whether a client is organized and completes a Tax Organizer to perfection, or prefers the shoe box method and wants an accountant to sort through it all, we can work with the client. The tax preparers also are happy to provide the client with selected services—such as preparing a Trust Tax Return (or any other entity) that the client's current preparer needs to complete a personal return.

It is never too soon to put strategies into place to minimize a client's tax rate and maximize savings. In addition to actually preparing the tax return(s), our staff will assist the client throughout the year in making decisions on the reporting of income and deductions. Clients may call for tax advice before making a decision that will affect their tax return and cash flow. Paying minimum income taxes puts more cash in the client's pocket.

Preparation of quarterly tax projections and estimated tax payments keep clients and their cash flow on track—we can call or e-mail quarterly reminders. Should one of the governmental agencies invite a client to an audit, we will be pleased to represent them.

Available Individual Tax Services:
The full range of tax services include, but are not limited to:

	Form 1040 (U.S. Individual Income Tax Return): All schedules; estimated payments for federal and states
	Form 1041 (U.S. Income Tax Return for Estates and Trusts)
	Form 5500-EZ (Annual Tax Return of One-Participant Pension Retirement Plans)
	Form 709 (U.S. Gift Tax Return)
	Form 706 (U.S. Estate Tax Return)
	All state returns for the applicable returns above
	Extensions prepared (including projection of tax due with extensions)
	Estimated payment calculations and vouchers

Other Related Services:

	Research and calculate cost basis information for stock and mutual fund sales
	Electronic Filing of Tax Returns

Tax returns are prepared or reviewed by one of our expert C.P.A.s. Our C.P.A.s have a combined total of 84 years of experience in personal and corporate returns. We also have a Preferred Client Discount Program that can save money. Learn more about this program, as well as other Special Savings Programs.