Enhancing lifestyles through investment, business, and retirement strategies
     
 

Affordable and Beneficial Income Tax Preparation

  All you need to get the process started are your previous year tax returns and current income and financial statements. From there, we prepare your Federal & State Income Tax returns, and develop specific strategies to reduce your taxes, maximize your income, and optimize your investment value. We also recommend planning ahead; have you considered a Mid-Year Tax Review?

Lane McGhee & Company offers discounts above and beyond our already low prices to individuals 62 years old and better. We assist with all tax preparation; once your return is complete, we assist you with filing your returns and receiving your refund, whether you choose to file electronically or by mail.

 
 
 
Our Income Tax Preparation Fees
 
                   * Tax Preparation for Basic Returns—$98
                                          o 1040, Schedule A, Schedule B, Federal & State
                                        o Other Schedules, such as C, D, & E require additional fees
 
* Seniors Ages 62+ Receive a 50% Discount—$49
                                          o For individual returns only, as described above
                                        o Other Schedules, such as C, D, & E require additional fees
 
Free 1-Hour Consultation -- Could you benefit from a Mid-Year Tax Review?
Consider meeting with a professional tax advisor during the year to effectively organize and strategize. This is your opportunity to review and determine restructuring strategies that minimize your tax liabilities.

Contact us in San Marcos to begin your tax preparation for this year.

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Service Area:
San Diego County

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Monday-Friday
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