Tax Preparation

Taxes – Planning and Compliance
Dealing with taxes can be difficult, complex and time consuming. With my help, you can enjoy “tax peace of mind” year-round.

What’s different?
Regardless of your income level, I take a holistic approach to your tax situation and determine how it is affecting other areas of your life. My approach is to develop a personal program designed specifically for you, not a pre-packaged “cure all” with no flexibility to meet your special circumstances.

What other areas does an LMC Tax Expert to Loretta M. McClary advise you on for your taxes?
Some sample tax planning areas include:

  • Delinquent Taxes
  • Offers in Compromise
  • Charitable Gift Planning
  • Penalty Abatements
  • Estate Tax Planning and Returns
  • Prior Year Tax Returns
  • Late Filers, Payment Plan Assistance
  • Tax Amnesty Programs
  • Trust and Property Tax Returns
  • Tax Reduction Planning
  • IRS Audit Assistance/Representation
  • W-2 and W-4 Calculations

“Loretta has provided expert advice and services in relation to my annual taxes and business matters for several years. She is very professional, gives clear guidance and is always available for any questions.”

Tracy S.


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How Can We Help You?

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