Tax Preparation

Who Prepares YOUR Tax Returns?

Is your tax preparer finding all the deductions specific to educators?

At Creating & Managing Wealth, we specialize in educator tax preparation and are knowledgeable on the various tax deductions and credits that are available. We work closely with PC1040 Tax Services in providing our clients tax and accounting management services. If you are mystified by the ever changing tax code and how it impacts you, we suggest that you get professional tax help to make sure that you are maximizing your tax savings.

Just as you come to Creating and Managing Wealth for help managing your financial future, we recommend that you contact Pam Coller, EA to help you with your annual tax return. Pam is a licensed tax preparer with over 15 years experience in all areas of taxation. She and her staff will offer you a complete tax service package. Please go to her website www.heartoftaxes.com or refer to the Individual Tax Organizer (under links) for more information.

To see how careful and thoughtful tax planning can decrease the amount you owe the IRS each year, please call a Creating & Managing Wealth representative.

*Tax preparation services are not offered through nor supervised by Lincoln Investment.