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SERVICES

Shields Tax Preparation Company provides comprehensive tax services, from tax preparation to tax planning, an evaluation of current tax strategy, recommendations for strategies to legally reduce taxes in the future, and methods to hold onto the money and resources you currently have.

Financial Report
Dollar Bills
Colleagues Going Over Plans
Tax Preparation

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​​Prepare simple and complex tax statements.  Assist sole proprietors, investors, and real estate landlords with itemization of pertinent deductions.  Prepare current and multi-state tax forms.   Electronically file taxes or prepare forms to mail in with appropriate IRS statements required

Tax Planning

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Work with clients to understand the impact current spending and investment strategies have on your taxes.   Together we research strategies to help you take advantage of current tax law and strategies to reduce your future tax burden.

Budgeting

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Review current income and expenses to methods to increase take home pay.   Review client expenditures to highlight areas to consider to reduce monthly expenditure..

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