.jpg)
Individual Accounting
M.M. Winkler & Associates is a group of experienced accountants, working together to help our clients achieve their financial goals. We are a practical accounting and consulting firm. We offer a full range of services including tax planning, tax return preparation, and representation before tax authorities. Our small business services include full-charge bookkeeping and software implementation. In addition, M.M. Winkler offers many specialized consulting services including forensic and litigation support services, estate planning, and personal financial planning.
Individual Tax Services
- Tax Return Planning
- The goal of tax planning is to maximize your after-tax income by minimizing your tax liability. We can help with arranging your financial affairs to legitimately minimize your tax burden. We frequently attend tax seminars to maintain our expertise in current tax law and new tax regulations. Let our expertise go to work for you.
- Tax Return Preparation
- When it comes to tax return preparation, there is no substitute for the support of a seasoned tax professional. Today’s tax laws are complicated. Let us worry about keeping up with tax law changes. We frequently attend tax seminars to maintain our expertise in current tax law and new tax regulations. We will work to help you minimize your taxes and to ensure that your tax return is accurate.
- Estate Planning
- No matter what your net worth, it is essential to have a basic estate plan in place to ensure that your family and financial goals are met after you die. Estate planning can be intimidating, confusing, and frustrating without experienced help. Let our experience in this area go to work for you when you’re ready to plan your estate.
- We will be there throughout the process to help define your estate planning goals, offer discussion and recommendations for estate planning options, and ultimately help make the process simple, efficient, and less stressful for you. We can also be of assistance with living wills and trusts, family partnerships and/or other business relationships, and estate and trust tax problems.
- Litigation Support
- Our litigation support specialists have played vital roles in investigations of divorce settlements, employee theft and fraud, altered tax documents, disputed tax assessments, management fraud, and payroll fraud. From searching for hidden assets to providing expert witness testimony, our professionals are qualified to provide the highest quality litigation support.
- IRS Audit Representation
- You can choose to handle an audit yourself, but you don’t have to. Our qualified accountants can represent you before the IRS. When the IRS letter arrives in the mail, give us a call. We can help.