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Tax Preparation

Kathleen M. Egan CPA PLLC Referrals

Tax planning is a year-round process and we are available to consult with you once a year or everyday, depending on your needs. Every individual should consider their retirement, current investments and of course their income when planning on taxes. At Kathleen M. Egan CPA PLLC, you will receive timely, accurate tax consultation and return preparation whether you are looking for convenience in preparing a simple tax return or advice on advanced tax planning.

Each individual has their own unique set of circumstances and we listen carefully to identify each taxpayer’s challenges and opportunities. At Kathleen M. Egan CPA PLLC we are “known” for finding those hard to find deductions and giving every client the largest tax advantage that is legally possible. We can prepare your federal and state tax returns accurately and efficiently, and provide timely suggestions for minimizing your taxes.

We believe that comprehensive and timely tax planning is the key to lower taxes for individuals. We prefer to take a proactive vs. reactive approach to tax services. By keeping tabs on new tax laws and legislation, we are in a strong position to identify essential tax planning opportunities that minimize both your current and future tax liabilities.


Tax Organizer Download

Prepare for your 2019 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.