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Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers.


According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.



Whether we like it or not, today's tax laws are so complicated that filing a relatively

simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

 

Here's what you get...

Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
 
Your tax return can be filed electronically so you will get a refund back quicker.
 
Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
 
We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.


Books a Mess: No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

 

If you'd like to receive more information about our Tax Preparation Service, please call us at

716 200-4900.

Registered Representative Securities offered through Cambridge Investment Research Inc.,  a Broker Dealer - Member FINRA/SIPC.
Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Accounts carried by NSF - Member NYSE/SPIC a wholly owned Subsidiary of  Fidelity Investments.
Legacy Quest Advisors  LLC, Cambridge Investment Research Inc., and National Financial Services, Inc., are not affiliated.

 Cambridge Investment Research does not offer Tax preparation or advice.

 Tax preparation and Advice offered exclusively though Legacy Quest Advisors LLC

 

 This information is intended for use only by residents of (CA, CO, FL,  IL,  NJ, NV, NY, & PA, ). Securities-related services may not be provided to individuals residing in any state not listed above.  Please consult with our Wealth Manager as he/she may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (CA, FL, NY). Investments in securities and insurance products: Are Not FDIC-Insured - Are No Bank-Guaranteed - May Lose Value.

 

The information being provided is stricly as a courtesy.  When linking to any of these web-sites provided herein.  Cambridge Investment Research or Legacy Quest Advisors, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is either company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.