Personalized
Individual Tax Services
Maximize your tax benefits with expert assistance from Werner Financial.
Accurate
Individual Taxes
Are you feeling overwhelmed with the task of filing your own tax returns? Even a simple return can involve multiple forms and confusing instructions that raise more questions than answers. While computer software programs may offer some assistance, there is no substitute for the expertise and quality service provided by experienced tax professionals.
At Werner Financial, we specialize in taxes and other financial reports year-round, allowing us to stay updated with the ever-changing laws and utilize them to your advantage. Unlike services with seasonal staff, our specialists are dedicated to working with you to ensure your tax returns are prepared accurately and promptly. Furthermore, we offer the convenience of e-filing your return for a quick refund.
We provide all levels of tax preparation listed below:
- 1040 Income tax preparation
- Schedule A (Itemized Deductions: Mortgage interest, Property Taxes, Charitable Contributions, etc.)
- Schedule B (Interest and Dividend Income)
- Schedule C (Capital Gains and Losses: Selling stocks, selling your home, etc.)
- Schedule EIC (Earned Income Tax Credit)
- E-filing for individual clients
- Deceased taxpayer returns
- Tax Planning/High Net Worth
- Home Sale/Purchase
- Rental Property/Investment Planning
- Multi-state
- Retirement Planning
Let Us Represent You
Individual Tax Services
Personal income taxes can be one of your most significant annual costs. Given that most financial decisions impact your taxes, having a solid tax strategy is crucial. Effective tax management serves as the cornerstone for managing your wealth.
Our team can assist you in exploring tax-saving opportunities and developing a customized tax strategy. Leveraging our multidisciplinary expertise, we offer tailored guidance that aligns with your specific situation, ensuring your tax strategy integrates seamlessly with the other components of your financial framework and lifestyle. Additionally, we provide personal financial statements that can be useful for bank loans, credit reporting, and financial planning.
Other Services We Provide
Accounting Services
Struggling with payroll, financial clarity, Quickbooks setup, or finding a reliable bookkeeper? At Werner Financial, we understand the challenges faced by business owners and managers. That's why our company provides a wide range of professional accounting and tax services to meet your specific business needs.
Business Tax Services
Get accurate and efficient tax filing assistance for your business taxes with Werner Financial. Whether you have a corporation, partnership, LLC, or proprietorship, we've got you covered. Our team stays up-to-date on the latest tax law changes so you can take full advantage of the tax benefits available to you.
Bookkeeping Services
Effective bookkeeping services are essential for the growth and success of your organization. We will efficiently organize and manage your finances, allowing you to save valuable time and resources. Discover how our affordable bookkeeping services can benefit your small business today.
Payroll Services
Take the stress out of payroll with our custom payroll services. Let us help you create a payroll processing strategy that suits your company's needs. We handle all the record-keeping and ensure your payroll taxes are always in order. Trust us to make payroll a breeze for you.
Business Strategy
Werner Financial specializes in reducing tax burdens for clients. A strong financial strategy is essential for business success. Whether launching a new venture or managing an established business - controlling finances, making informed decisions, and navigating transactions are essential. We understand unique client circumstances and tailor personalized strategies to each business.