Personal Tax and Accounting

At Shepler Associates, we know that managing your personal affairs can be complex and time-consuming. That’s why we offer a comprehensive range of tax and accounting services to help you stay organized and on track.

Expert Tax Guidance and Planning

Shepler Associates provides comprehensive tax services, including preparation, planning, and estate planning, to help individuals and families achieve financial well-being.

Tax Preparation and Filing

We meticulously prepare and file your federal, state, and local tax returns, ensuring accuracy and ethically utilizing legal means and best practices to maximize your deductions and minimize your tax obligations.

Tax Planning and Consulting

Our proactive tax planning strategies enable you to make well-informed decisions all year round, not just during tax season. We pinpoint opportunities to lessen your tax responsibilities and assist you in navigating through intricate tax regulations.

Estate Planning

We assist in developing a comprehensive estate plan that preserves your wealth for future generations and ensures your wishes are carried out. This includes wills, trusts, and strategies to minimize estate taxes.

Stress-Free Tax Preparation

Navigating the complexities of tax laws and ensuring accurate tax filings can be a daunting task. At Shepler Associates, we take the stress out of tax season with our comprehensive tax preparation services. Our team of experienced professionals is dedicated to providing accurate and efficient tax preparation for individuals and families.

Here's how we can help:

Accurate and Timely Filing

Accurate and Timely Filing: We meticulously prepare and file your federal, state, and local tax returns, ensuring that all deadlines are met and that your returns are accurate and complete.

We stay up-to-date on the latest tax laws and regulations to identify all eligible deductions and credits, helping you minimize your tax liability and maximize your refund.

Whether you're dealing with simple or complex tax situations, including self-employment income, investments, rental properties, or other unique circumstances, we have the expertise to handle your tax preparation needs.

We take the time to understand your individual tax situation and answer any questions you may have throughout the process, providing personalized support and guidance.

Falling Behind on Your Taxes? We Can Help!

It's easy to fall behind on filing your tax returns, but ignoring the problem won't make it go away. In fact, it can lead to penalties, interest, and even wage garnishment. At Shepler Associates, we understand that life happens, and we're here to help you get back on track with your tax filings.

Our experienced team can assist you with preparing and filing past-due tax returns, no matter how far behind you may be. We'll work with you to gather the necessary information, identify any potential issues, and ensure your returns are filed accurately and completely. We can also help you explore options for reducing penalties and interest, and work with the IRS to develop a payment plan if needed.

Don't let the stress of unfiled taxes weigh you down. Contact Shepler Associates today for a confidential consultation. We'll help you navigate the process, get your tax filings up to date, and regain your peace of mind.

Expert Tax Guidance and Planning

Shepler Associates provides comprehensive tax services, including preparation, planning, and estate planning, to help individuals and families achieve financial well-being.

What happens if I miss the tax filing deadline?

Missing the tax filing deadline can result in penalties and interest accruing on any unpaid taxes. The penalty for failing to file is typically 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum penalty of 25%. Interest can also be charged on underpayments, and it can compound daily.

Even if you can't afford to pay your taxes in full, it's important to file your return by the deadline. The IRS offers several payment options, including setting up a payment plan, making an offer in compromise, or requesting a temporary delay in collection.

Yes, you can request an automatic six-month extension to file your tax return. However, it's important to remember that an extension to file is not an extension to pay. You'll still need to estimate your tax liability and pay any taxes owed by the original filing deadline to avoid penalties and interest.

Filing a fraudulent tax return is a serious offense. The penalties can include fines, imprisonment, or both. It's important to be honest and accurate when filing your tax returns.

To avoid late filing penalties, make sure to gather all necessary tax documents well in advance of the deadline. If you're unsure about any aspect of your tax return, seek professional assistance from a qualified tax preparer. Consider setting reminders and scheduling time to complete your taxes early.

If you've missed multiple tax deadlines, it's important to take action as soon as possible. Contact Shepler Associates, and we can help you navigate the process of filing back taxes, minimize any penalties, and get you back on track with your tax compliance.

Ready to Simplify Your Taxes? Contact Shepler Associates Today!

Don't let tax season stress you out. Whether you need help with tax preparation, planning, or resolving past-due filings, Shepler Associates is here to provide expert guidance and support. Contact us today for a confidential consultation and let us help you.