Everything you need to prepare for and prosper in retirement
OneSource keeps you in a constant state of tax preparedness so we can adapt your tax strategy to any changes in income, employment, sudden money, assets or other issues.
Our annual tax planning process is both easy and will keep you current:
January: The Tax Kit is sent - making it easy for you to organize and send your information.
February-April: We do a complete job of preparing your federal, state and local taxes. This includes communication and discussion of your return with you before it's filed. We prepare your taxes and review the return with you. Electronic filing and storage of your tax returns gives you access to your important information.
September-November: We perform a review to ensure that you take advantage of every tax reduction strategy before the tax-year ends.
Because OneSource Tax Advisors meets with you during the year, there are opportunities to act upon tax savings ideas. Also, because we help manage your investments, we are on top of the challenge of minimizing taxable income and capital gains.
Most people have no idea that the 'disconnect' between their tax preparer and their financial advisor can result in an unnecessarily high tax obligation. Tax preparation - or more specifically, tax planning should be performed throughout the year. Waiting until the year is over is too late for taking corrective measures that might have lessened a tax shortfall or more fully realized a tax opportunity.
Lastly, our team includes Certified Public Accountants who can represent you before the IRS in all matters and defend your tax return.