Did you know that the U.S. tax code has over 4 million words? (Source: Tax Foundation).
We make it our business to know the tax code, stay current on changes and seek ways for you to keep the most of your hard-earned money as possible.
Our forte is preparing returns for individual business and property owners. Our CPA’s employ strategies to help you retain assets, minimize tax liability and encourage investment in your retirement as a part of an effective tax plan.
KHA – as an added benefit – provides wealth management services.
We understand the flow of money and taxation and possess the ability to provide tax and investment advice in tandem. (Forbes: Tax-Smart Financial Planning: Why Collaboration Is Key For CPAs And Financial Advisors)
Our commitment to you doesn’t begin and end with the tax season. When we enter into an agreement, we begin a relationship.
In addition to personal tax, our CPAs provide Gift and Estate Tax Plans.
Ready for the next steps for tax preparation?
Call, email or schedule a phone call via the website. During the conversation, one of our CPAs will interpret the complexity of your tax situation and provide an estimate for the preparation of your tax return.
Following the conversation, an engagement letter and tax organizer will be mailed or emailed to you for completion.
The tax organizer guides you through the information needed for our CPAs to initiate your tax return and provides a list of documents (W-2s, 1099s, etc.) needed to gather the remaining information.
Your information can be uploaded securely through our portal using the guest exchange or CPA provided unique login.
2021 Income Tax Filing Season
- To download the 2021 Fillable Tax Organizer, click here.
- For your convenience, payments can be made
- Check payable to: KHA
- Credit card via invoice
- Or via Zelle at AMelchert@khacpa.com.