Family Tax Preparation and Planning

One of the goals we’ve always had in mind at BeanLab is helping our clients be good stewards of their resources. Every financial decision you make has the potential to impact your loved ones, and this especially applies to taxes.

Unfortunately, planning for taxes is difficult, often time-consuming, and can even be discouraging. You want to make sure that you’re taking all the right steps to succeed financially, but getting everything in order can be too much.

Good news: Taxes don’t have to be an overwhelming process anymore, you can take charge.

At BeanLab, we collaborate with you to ensure we understand your situation, research complexities as necessary, and not only file your taxes easily and efficiently, but help build a strategy around them.

We’ll help you plan for taxes, educate you on what you need to know, and understand your personal tax situation. This way, you’ll never look back and be confused about what happened.

• Accurate and efficient tax preparation
• Situational tax planning
  • Marriage
  • New baby
  • New Job
  • Inheritance
• Family multiple source of income tax planning
• Multi state filing requirements
• Withholding calculations to ensure targeted refunds
• Gain on stock tax planning
• Real estate activities
• Small business