As your accountant, Blair & Assoc hopes to serve you as a "trusted advisor” by preparing your taxes in an affordable and thorough manner, and offering advice on issues beyond your return.
Your tax needs change at various stages of life. We work with a wide variety of people to minimize their tax obligations while helping them achieve other financial goals.
Retired individuals & couples
- Advising on minimum required distributions from retirement accounts
- Social security planning
- Collaborating with financial advisors so that your trading is done as tax efficient as possible within your investment portfolio
- Maximizing retirement contributions
- Taking advantage of itemized deductions
- Advising on tax withholdings or estimated tax payments
- Planning for college savings
- Maximizing deductions and credits related to child care
- Advising on tax impact if one spouse discontinues working or goes part-time