Personal Tax Preparation & Planning
Income Tax Preparation, Planning & Advisory
Our Charlotte CPA prepares personal income tax returns and provides personal tax planning and advisory to individuals, couples, retirees, and investors. We work closely with our clients to understand their situation and help them maintain compliance.
Personal tax planning and advisory services are available to a variety of individuals and can be especially helpful to those nearing retirement, buying or selling a home, liquidating investments, making large gifts, and other complex issues.
Areas Served
For clients that prefer in-person meetings, our Charlotte office is located in SouthPark and convenient to clients in the surrounding area including Ballantyne, Pineville, Matthews, and Fort Mill. Through virtual meetings, we serve clients in most states.
Personal Tax Preparation, Planning & Advisory
Personal Income Tax Preparation
We prepare personal income tax returns for federal and state. This includes Form 1040 U.S. Individual Income Tax Return and associated schedules, based on your income sources, credits, deductions, and other items that affect income tax liability. Tech savvy clients will enjoy our TaxDome portal and virtual meetings. We have alternatives available for local clients that prefer to drop off their tax documents or meet in-person to review their completed return.
Personal Tax Planning
Clients that are interested in long-term strategies to minimize their tax liabilities while maintaining compliancy should consider our personal tax planning service. During tax planning, we'll review your prior tax returns, discuss your current situation, and review your goals and plans for the future. This helps us make recommendations that can be beneficial both now and in the future.
Personal Tax Advisory
Personal tax advisory is for those that need tax advice on a specific issue or situation. This can be helpful for Roth conversions, large gifts, selling investments, buying rental property, inheritance, and more.
Are You Nearing Retirement?
We can help you plan for taxes.
Working with a trusted CPA before you retire can help reduce your tax liability through your golden years and potentially to your heirs. RMDs and the future tax burden to beneficiaries are just two of the areas we focus on with our tax planning services for individuals and couples nearing retirement.
Meeting Options for Personal Tax Planning
Located in the SouthPark Area of Charlotte
We offer in-person meetings for personal tax planning at our Charlotte office in SouthPark. Our location is convenient to individuals, couples, retirees, and investors in Charlotte, Ballantyne, Pineville, Matthews, and Fort Mill. We have meeting rooms available that can accommodate up to eight attendees. This makes our location perfect for clients that want to have their financial planner or relatives join the meeting.
Flexible Scheduling for Virtual Meetings
We offer virtual meetings via Microsoft Teams to clients outside the Charlotte area as well as local clients that prefer the convenience of remote meetings.
Are you located in the Charlotte, NC Area?
April Bryson Bahrs, CPA, EA offers in-person meetings to local tax planning clients at our Charlotte location.
Our office is conveniently located in SouthPark and convenient to Ballantyne, Pineville, Matthews, and Fort Mill clients that need personal tax planning and advisory.