Services

At Bernard Robinson & Company, LLP, we staunchly subscribe to the statement made by Judge Learned Hand:

"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.  There is not even a patriotic duty to increase one's taxes.  Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible.  Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands."¹

Accordingly, individual income tax services are a year round process involving both planning and data gathering.  Our experienced tax staff provides the following services for individual returns.

• Individual income tax return preparation
• State income tax return preparation for every applicable state
• Assistance with tax projections and estimated tax payments
• Alternative minimum tax planning
• Estate and gift tax planning
• Planning for changes in tax laws
• Evaluation of tax impact of investments
• Planning for retirement
• Assistance with trusts and family limited partnerships
• Assistance with qualified and non-qualified retirement plans
• Foreign income and credits for foreign taxes paid
• Representation for IRS and state examinations

For more information please contact us at 336-294-4494.

Contacts for this Service

Pat Price, CPA, Partner
Freddy Robinson, CPA, Partner
Tracey Murphy, CPA, Partner
Kevin Witriol, CPA, Senior Manager
Lory Hartmann, CPA, Senior Manager
Seldon Patty, JD, CPA, CVA, Consultant

¹Gregory v. Helvering 69 F. 2d 809, 810 (2d Cir. 1934)