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"Strategic Thinking in a Complex World"

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Income Taxes

Individual Tax Return Preparation

For all stages of life there is a tax strategy that will help achieve your personal financial goals. As we progress along this spectrum our family wealth and structure continuously change thus requiring an evolving tax strategy that eventually protects assets for you and future generations. Regardless of your stage in life we can help you on this journey thorough a comprehensive tax plan that addresses your specific situation.

  • Tax Return Preparation

  • Trust and Estate Returns

  • IRS Representation

  • Tax Strategies both current and long-term

Business Tax Return Preparation

Developing a tax strategy that is reflective of your business structure is extremely important. Whether a corporation, partnership, or sole proprietor, each entity presents different solutions to meet your goals in minimizing your tax liability. At Ebert Owen CPAs we specialize in small businesses and take into consideration the circumstances of each business owner when devleoping a successful tax strategy.

Businesses that engage Ebert Owen CPAs for monthly services also receive an income tax projection in the month of December. This provides our clients a reasonable estimate of their tax liability for April 15th thus becoming an important tool for effective tax planning.

Recent legislation such as the Affordable Care Act will have a significant impact on many small businesses. Is your company receiving all the tax credits you qualify for? Many overlooked credits such as the Domestic Production Deduction and the Small Business Healthcare Tax Credit can result in significant tax savings for your business. Ebert Owen CPAs will review your business and income tax return to determine if you may be overlooking tax credits intended to help small businesses such as yours.

Ebert Financial Group offers Personal and Business Income Tax Preparation in Concord Ohio Lake County

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