Personal

PERSONAL TAX RETURN PREPARATION



IMG_3278.jpgOur experienced team at Ramsay & Associates is committed to providing you with accurate Personal Tax Returns based on detailed, up-to-date tax information. We offer the researched information and expertise you need to take advantage of opportunities in tax law that will most benefit your specific situation. We provide a free review of your last two years of tax returns to look for errors or missed opportunities.

Our personal tax professionals at Ramsay & Associates can also assist you with:

Tax Planning & Projections that require a careful analysis of your personal situation

Trust Tax Services that will help you get the biggest impact for your dollar

Estate & Gift Tax Services when property is being transferred at your death or taxable gifts are being given

IRS & State Audit Help for dealing confidently with an audit or questioning by IRS or State taxing authorities

Personal Financial Statements to provide information about your financial situation

Social Security Planning to help you decide when and how you should accept Social Security benefits

Our professional team at Ramsay & Associates is committed to doing everything right when it comes to providing sound financial information for our personal clients in a timely and cost-effective manner. Ramsay was founded on a strong tradition of personalized service, trust and mutual respect. Our first priority is to secure a solid financial future for you and your family by gaining an understanding of your goals and desires, then utilizing tools and methods that will help you achieve those goals. Our second priority is to educate our clients so that they are able to make well-informed decisions about their personal financial future.

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