Individual Tax Services

At Holland & Company we specialize in helping Individuals take their success to the next level.

We offer Tax Planning and Tax Preparation Services for inviduals.

Individual Tax Preparation Services

Tax return preparation – when should you get help?

Have you ever wondered whether you are finding all the deductions you’re eligible for? Or whether an audit would find mistakes that result in increased tax liability?

To avoid tax return errors or missed opportunities, use a professional and licensed tax preparer. Calling a professional will not only can save you both time and money, it could minimize the chance of an audit. A consultation is in order if any of these complicating factors apply to your situation…

  • Investments/capital gains and losses
  • Passive investments (investment partnerships)
  • Real estate investments
  • Rental properties
  • Deferred compensation/stock options
  • Job /career change
  • Self-employed and/or business owner (S-Corp/LLC owner)
  • Filing in multiple states
  • International filing requirement
  • Divorce/custody issues
  • Bankruptcy/debt forgiveness
  • Relocation expenses
  • College-related expenses/deductions
  • Non-reimbursed business expenses
  • ROTH IRA conversions
  • Pension /IRA deductions
  • Health Savings Accounts (HSA)
  • Gifting
  • New tax laws/changes to existing tax laws

 

How can Holland & Company help?

The professional staff at Holland & Company combines years of tax and accounting expertise and experience with extensive resources to prepare your tax returns accurately.  You’ll benefit from the price and reliable service of a smaller firm along with the value, resources and knowledge of a larger firm.

  • Over 100 combined years of tax and accounting experience
  • Over 25 years of IRS client representation
  • Knowledgeable in Federal, International and all 50 States’ tax laws
  • Industry knowledge continually updated
  • All preparers are registered with the IRS
  • Thomson Reuters award-winning tax software
  • 24/7 access to a secure online web portal
  • QuickBooks experts
  • Over 20 years of successful Peer Reviews

 

With Holland & Company, you’ll receive unequalled customer service and value – and we don’t disappear after tax season. We’re here year-round to answer your questions and pro-actively help you take your success to the next level.

Schedule a consultation for planning and tax preparation today. As an added incentive, if we do your current year tax return, we’ll review the prior three years of returns for free.  Give us a call!!!





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Individual Tax Planning Services

Are you pro-actively planning for your financial success?

Tax laws change. Life situations change.  When was your last financial or tax planning session? To realize your goals – both short term and long term – year-round communication with your advisor is vital.  Not only will you keep abreast of what is new, you are in a better position to respond quickly to changes.

If you are trying to:

  • Minimize tax liability
  • Apply new and/or changes to tax laws to your situation
  • Accelerate or postpone income
  • Manage cash flow
  • Plan for your financial future

 

Then plan now by consulting a competent financial and tax advisor.  A solid financial plan is the bedrock for achieving peace of mind and financial success in the ever-changing economic landscape.

 

How can Holland & Company help?

The trusted authorities of Holland and Company have over 25 years of experience advising clients on money management and planning.  We can help you with:

  • Tax planning
  •  Financial planning
  •  College planning
  •  Estate and Trust planning
  •  Retirement planning
  •  Social Security Benefits and IRA Required Minimum Distribution (RMD) planning
  •  Long-term Care planning
  •  Life and Disability Insurance planning

 

Count on our years of experience, expertise, and our affiliation with financial planning professionals to find solutions for your biggest financial dilemmas.  Our relationship with Optimal Wealth & Investments ensures that a qualified financial advisor can easily answer your questions.

Holland & Company plays an active role in national, state and local business and financial groups:

  • CPA Connect
  • American Institute of CPAs (AICPA)
  • Illinois CPA Society (ICPAS)
  • Community Business Alliance (CBA)

 

These relationships mean you’ll receive the price and service of a smaller firm with the value, resources and knowledge of a larger one.   As you strategize to take your success to the next level, tap into our knowledge and resources.   Give us a call!





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