Overview
Hendrick & Kellison, LLC. provides tax planning and consulting services for individuals who are interested in a firm that looks beyond the tax return. With our extensive knowledge of the tax law, we are not just preparing your tax return -- we are constantly looking for ways to minimize your tax liabilities. One of the best ways to increase your wealth is to reduce your taxes. In addition, when the tax law changes, you can be assured that the firm will contact you if those changes impact you.
Ideal Client
Are you an ideal client for our firm? If you are ethical and your tax situation includes investments, rental(s), farm or business interests, we might be a good fit for each other. We are looking for clients who want more than compliance from their tax professional -- in addition to working with you to minimize your taxes and meet your filing requirements, we will help you increase your wealth through proper tax planning. Because we are doing more than just preparing a return, we will not rush through your return; we will take the time to look at it and we will provide financial guidance to you.
Fee Structure
We charge individuals a flat fee based on the complexity of your activities. In addition to including preparation and review of your tax returns, we offer the following services as part of your annual fee:
When you become a client of our firm, we will review your past two years tax returns and provide you with a service proposal. You will know upfront what you are investing in your tax services.
- Analysis of tax situation and identification of opportunities to minimizing taxes.
- Preparation and e-filing of your current-year Federal and State tax returns, including extensions.
- Response to IRS or State tax notices received during the year.
- Representation by a CPA or Enrolled Agent (EA) for tax agency audits.
- Delivery of tax return in electronic format via secure portal. Hard copy provided upon request.
- If needed, we will amend returns that have been prepared by our office.
- If requested, annual withholding review for pension and wage income.
When you become a client of our firm, we will review your past two years tax returns and provide you with a service proposal. You will know upfront what you are investing in your tax services.
Special Services
The tax professionals at our firm have many years of experience and can assist you with some of the more unique aspects of applying the tax law. Below is just a partial list of the areas that we have experience in:
- Like-kind exchanges (1031)
- Purchase and sale of investment properties and businesses
- Complex investment activity, including employee stock
- Foreign account reporting
- Charitable giving
- Education and retirement planning
Next Steps
We are accepting a limited number of new clients. If you are interested in becoming a client of our firm, contact us.
