Individual Tax ServicesDiscover Our Difference
James M. McVeigh & Associates offer a wide range of services to individual clients. Being a relatively small firm, we offer our clients a personalized quality service. We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.
The services we offer to our clients include:
- Tax Planning & Preparation
- Retirement Planning
- Estate Planning
- IRS Representation
- Estate & Trust Tax Preparation
Tax Planning & Preparation
We have extensive experience in providing tax planning and preparation services. We specialize in providing tax services for:
- Individual Tax Planning and Preparation
- Trust Tax Planning and Preparation
- Estate Tax Planning and Preparation
All tax returns are prepared using state-of-the-art software. This enables us to complete your returns in a timely fashion. The only returns that go on extension are those with incomplete or late information or at a client’s request.
Your return is prepared taking full advantage of all legal tax saving opportunities.
We focus on the best tax planning strategies that can be legally applied to your individual return to save you money. These strategies are applied only after being reviewed and approved by you and may include; shifting income and deductions, tax deferral through qualified plans, tax exclusion through proper investments, splitting income among family members, and structuring your affairs in order to obtain tax deductions for some personal expenses. The best way to take advantage of these opportunities is to consult with us before the end of the year.
Accurate tax preparation requires thorough research. Our firm has access to all authoritative research material and the latest tax research services. We have the resources available to investigate your complex tax issues with the goal of legally maximizing your savings.
If your returns are audited we offer several options. We can organize your case and meet with the tax authorities on your behalf, or we can help you organize your information so you can represent yourself. In most situations we recommend full representation by us. In simple office audits requiring basic substantiation, some of our clients have successfully represented themselves and used our services only to help them prepare. If your situation is extremely serious we can refer a tax attorney to handle your case.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
How Can We Help?
“Excellent service, knowledge and advice. McVeigh CPA has provided years of outstanding advice and service for both my business and personal accounting needs. Someone you can trust!”
2044 Columbus Pkwy Benicia, CA 94510
2211 Santa Fe Court Fairfield, CA 94533
How Can We Help?
From Our Clients
“Good experience, taxes were done swiftly and efficiently. James seems very knowledgeable of tax laws and found some credits I didn’t know about. Affordable rates. I would recommend and use again.”