Waverly Advisors

TAX PREPARATION & PLANNING

Taxation is a complex subject. There are different types of income tax, sales tax, and property tax. We believe that tax planning is an important factor in lowering your overall taxes. We have the experience and knowledge to assist you. We assist individuals, partnerships, trusts and corporations. We offer the following services:

• Tax preparation for individuals, corporations, partnerships, LLCs
• Tax Research
• Tax planning using accelerated depreciation methods, retirement savings, etc.
• Trust & Estate tax preparation
• Representation for IRS, state or local tax audits
• Sales and Use tax preparation