At Pool & Associate, Chartered, we understand that you work hard for the money that you earn. We also know that everyone is required to pay the amount of taxes required. By preparing hundreds of tax returns a year, our associates know how to help you maximize your hard-earned dollars, and ensure that you pay no more in taxes than the law requires.

To do our job effectively we:

    • Monitor all the changes in tax laws each year
    • Plan for and prepare your taxes
    • Serve as an advocate in all tax matters
    • Recommend various tax strategies to help you better manages amounts paid to the government

Our associates are prepared to help individuals and businesses prepare and file tax returns. We can help with:

    Federal
  • State
  • Local
  • Estate Returns for Individuals
  • Corporations
  • Partnerships
  • LLC’s
  • Not for Profit
  • Farms
  • Municipalities
 

Tax laws can be very complicated, even for the simplest of finances. It is easy to overlook deductions and credits to which you are entitled, even when using software. There is never a substitute for the assistance of an experienced CPA.

Tax Planning

Tax planning is an essential part of tax preparation. Our associates can formulate many strategies based on your individual circumstances, and tailor them to your life style. Our challenge is to put tax planning and preparation into simpler terms for everyone to understand.

At Pool & Associate, Chartered we have help many people formulate plans to help then be better prepared to pay their taxes. Listed are some strategies that our associates can assist you in doing:

      • Splitting income among several family members or legal entities in order to get more of the income in a lower tax bracket
      • Shifting income or expanses from one year to another in order to have taxed at a lower rate
      • Deferring tax liabilities through investment choices such as pension plans, contributions and other similar plans
      • Using certain investments to produce income that is tax exempt from either federal , state or both
      • Finding tax deductions by structuring your money to pay things you enjoy such as a vacation home

We value our clients and potential clients. If you need help with your taxes, by either planning or preparing, we are here to help. There is no charge for your initial conference and we can discuss your concerns and determine how we can best help you with your taxes. We are here year round to help you with any concerns you have, and it is never too late to start planning for next years taxes.