Tax Services

Tax Preparation Services

Easing the Burden of Tax Planning & Filing

Filing your taxes can be incredibly stressful as an individual, and it only becomes more complicated when a trust or estate is involved.

Accurate bookkeeping and a thorough understanding of California capital gains tax are necessary for anyone preparing taxes. Tax preparation only becomes more imperative over time, as it is not only important to maintain senior independent living, but it is also a matter of preserving one’s estate for the future.

At Smith Marion, we work closely with our clients to make sure the best decisions are being made in regard to taxes. We help you navigate complex tax laws to ensure a smooth transition of assets and minimize the tax liabilities of your beneficiaries or successors, and when tax season arrives, we guide you through the process of filing the proper individual and trust or estate forms.

We also have specialty in tax preparation services for seniors, as we have worked with many seniors parse through their affairs and their estate. This is why we provide a wide array of tax preparation services, to ensure that you only need one point of contact regarding your finances.

 Our Tax Services include :

• Tax Preparation (Individual and Trusts)
• Tax Filing (1040 for individuals & 1041 for trusts and probate estates)
• Year-end Bookkeeping for Tax Preparation

Let’s Talk About How We Can Help