(304) 292-9469  |   info@cpawv.com
Close
Back

Client Documents

- Individual Clients
- Business Clients
- Client Employee


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

Accounting Login

(QuickBooks Online)

Accounts Payable

(Bill.com)

Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting
Close
Send Request

Tax

Tax

Individual taxation can be as complete as business taxation. On our family office side, we not only specialize in individual tax return preparation and planning but we also specialize in:

  • Estate & Trust Income Tax - Form 1041
  • Estate Income Tax - Form 706
  • Gift Tax - Form 709 

Additional services we provide:

  • Estate tax minimization vs. Medicaid qualification
  • Electing optimal Social Security benefit payouts
  • Fixed income methods to meet retirement goals
  • Taking the Required Minimum Distribution at age 70 1/2
  • Inherited retirement calculations from spouse
  • Inherited retirement calculations from parents
  • Taxation of annuities and insurance products
  • Tracking income tax basis of assets to decrease capital gains
  • Maximizing the step-up in tax basis of assets at death

CPA Named 2018 Small Business of the Year

Latest from Our Blog