Expert financial services for individuals

At Heinzelman CPA Group, we provide expert financial services tailored to businesses and individuals. Whether you’re navigating tax complexities or planning for the future, we’re here to help.

Tax Services for Individuals

At Heinzelman CPA Group, we understand that navigating the complexities of the tax system can feel overwhelming. Our tax services for individuals are designed to provide clarity, accuracy, and strategic insights to maximize your benefits while minimizing your stress. Whether you’re filing a simple return or addressing a more complex tax situation, we’re here to help you grow today and plan ahead for tomorrow.

Tax Preparation, Consulting, and Planning

Preparing your income tax return doesn’t have to be a stressful experience. With Heinzelman CPA Group, you gain the support of an experienced tax professional dedicated to optimizing your return and helping you plan for the future. From navigating deductions to addressing IRS issues, we’re by your side every step of the way.

Tax Preparation

Preparing taxes can be confusing, even with the help of software. At Heinzelman CPA Group, we ensure accuracy, compliance, and maximum benefits with a personalized approach to filing your return.

What We Offer:
  • Thorough review and preparation to identify potential deductions and credits.
  • Payroll withholding analysis to prevent overpayments and ensure proper tax coverage.
  • Assistance with estimating your tax liability and calculating quarterly payments if needed.
    Electronic filing for faster processing and quicker refunds.

Tax Planning

Tax planning is essential for creating a secure financial future, especially as retirement landscapes evolve. We work with you to develop a comprehensive tax strategy tailored to your goals, helping you maximize savings while securing reliable income streams

Key Benefits:
  • Strategic planning to minimize tax burdens in retirement.
  • Guidance on maximizing Social Security benefits.
  • Expertise in reducing exposure to future market downturns and protecting your wealth.

What Our Clients Are Saying

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frequently asked question

We provide a personalized review of your financial situation, ensuring accurate preparation, compliance with IRS regulations, and maximized deductions and credits. Our goal is to make tax filing seamless and stress-free.

Our tax planning services help you proactively manage your financial situation, reduce your liability, and achieve your financial goals. We offer tailored advice on tax-efficient investment strategies, retirement planning, and more.

We’ll review your financial situation to identify eligibility for common deductions like student loan interest, medical expenses, or mortgage interest, as well as credits like the Earned Income Tax Credit or Child Tax Credit.

Yes, we specialize in assisting self-employed individuals and those with side income by ensuring proper deduction of business expenses, managing quarterly tax estimates, and helping you stay compliant with tax regulations.

The IRS generally recommends keeping records for at least three years. However, if you file a claim for a loss from securities or bad debt deduction, retain those records for seven years.

If you receive a notice, don’t panic. Contact us immediately, and we’ll help you understand the issue, respond appropriately, and resolve the matter efficiently.

Yes, we provide support for individuals with back taxes or unfiled returns, helping you file past-due returns, negotiate with the IRS, and develop a plan to resolve your tax debt.

Yes, we provide comprehensive tax services, including state and local tax preparation and planning, ensuring compliance with all applicable laws and maximizing your savings.

Get In Touch!

Client Support

(317) 607-0285

Email Support

support@heinzelmancpas.com

Send us a message!