Personal financial services

At Alexander Fitzgerald & Associates LLC we are dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning.

Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

“Have done our taxes with Income Tax Service for years and never had any issues. They are the best in the business. Very professional and convenient.” Effie Peterson.

Whether you need current year returns prepared or need to file prior years returns our professional team can assist you with all of your needs.

Our offices provide many services, including the following:

• Individual Tax Preparation
• Tax Planning
• Out-of-State Returns

We can also help with our extensive tax planning services.

Tax Planning & Education

Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. We will provide you with a complete list of the most commonly overlooked deductions so that you can limit your tax liability for the following year.

We’ll also assist you with tax planning by:

• helping you to defer income so that you can save money now and pay less taxes in the future
• lower taxes on your income so that you can keep more of your earnings
• lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
• lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more.

If you own a business or need help with individual taxes, working with a professional tax planning service can help save you more money.