Tax Preparation & Planning

We’ll help you file your return and analyze the impact of future decisions.

At Valley Peak Tax & Accounting, our approach to tax planning begins with understanding your financial plan in a holistic way. We seek to understand your holistic picture by working with you or your financial advisor before making recommendations.

Tax Preparation & Planning Services Offered:

  • Reviewing previously filed returns & amending if necessary

  • Filing returns for current tax year

  • Creating forward-looking tax projections with suggestions to maximize tax savings

  • Working with your investment advisor to calculate tax impact of portfolio changes

  • Developing through optimal charitable giving strategies that align with your goals

  • Calculation of tax withholding or quarterly estimated tax payments

  • Providing general business structure recommendations

Let’s connect and create a strategy that’s right for you.