At William D. Truax, E.A., Inc.,we (naturally) do what one might call ?bread-and-butter? tax preparation ? preparing tax returns for people and businesses in our area. But we?re also expert at much more complex matters, such as multi-jurisdictional tax preparation for entrepreneurs, performers, professionals, and enterprises. We handle not only multi-state returns, but also foreign income and activities, consolidated returns, tax credits, and the affairs of interrelated entities, to name a few things.

Our clients value our competence. Moreover, we've found that the two major reasons our tax preparation clients stay with us ? or leave other tax preparers to come to us ? are: We're fast; as a rule, we finish a return directly upon receiving all the data, instead of waiting until the last minute; and we actually try to do something to reduce the tax. We then educate the client how to reduce future taxes further, instead of just robotically putting numbers on a form.

Tax Planning

Because taxes are a key factor in your financial life, we devote a great deal of time and energy to researching the best ways to coordinate your financial independence program with solid, in-depth tax planning. When a client saves considerable amounts on taxes, he's able to channel substantially more money into wealth-building programs. Whether it?s for the kids' college or a beach house on Maui, the funds freed up by savvy tax planning are there to augment growth.

We're one of the nation?s leading firms at tax planning and lawful tax minimization, and we achieve remarkable, often stellar results for our many clients, whether middle-income or wealthy. As experts committed to lessening our clients' tax burdens, we employ the gamut of tax-planning strategies, from the typical to the cutting-edge.

Representation

We have been representing clients before the IRS and state tax agencies for over 20 years, and the president of the company is one of only about 300 non-attorneys ever admitted to practice before the U.S. Tax Court. We're licensed to represent clients before the IRS and all state tax agencies, in addition to the Tax Court. Our constant, diligent review of the ever-changing U.S. Tax Code ensures that we're always in a position to know as much or more about the principles in your case as do our adversaries at these agencies. Our representation is aggressive and uncompromising.