Contact Redbud Tax Services

• We will begin by getting to know your background and filing status, occupation, income sources, and any major events that my affect your taxes. We will also discuss your financial goals, such as minimizing tax liability or maximizing refunds.
• We’ll dive deep into all sources of income, including employment, freelance work, business income, rental property income, investment earnings or other contributions.
• If you’re a real estate professional, this could include commissions, rental property earnings, assets, and depreciation.
• Then we’ll go over all potential deductions in the various categories of business expenses, medical, education, mortgage, taxes, charitable donations, home office deductions, retirement account contributions, child tax credits, or energy-efficient home upgrades.
• We will review which documents you will need to provide, including the prior year’s tax return so we can identify areas of improvement, missed deductions or any possible errors.
• Once we have a complete picture, we can begin to define tax planning strategies, depending on your situation, so we reduce tax liability, adjust withholdings, maximize retirement contributions, and/or plan for future tax filings.
• Finally, we will discuss timeline of completion, next steps and how further communication will be handled virtually and securely.

Our first meeting sets the foundation for a productive relationship and helps ensure your taxes are handled efficiently and accurately.