Tax Planning and Preparation for U.S. Individuals

CPA WorldTax can provide professional advice in the following areas as well:
  • Representation before the IRS and state tax authorities.
  • Gift Tax Consultation and Preparation
  • Estate Tax Consultation and Preparation
  • Retirement Planning

CPA WorldTax has expertise in:

Reporting stock sales, investment income and/or investments in partnerships or S-Corporations.

Federal tax planning options to minimize tax liability; including income deferral and maximizing retirement contributions.

State tax planning options to minimize state tax liability across multiple states.

CPA WorldTax contacts all clients before year end to ensure that they are on track as far as tax planning. We are available all year long by telephone or email to answer your unique tax questions.

CPA WorldTax, LLC • Answered 24 hours: 913-708-8306 • 888-512-4860 (toll-free)