Heather Judy CPA, LLC provides personal tax services, including tax planning and tax return preparation.
It is tempting to save money and prepare your tax return on your own, and this may be sufficient for taxpayers who have a simple return with just a W-2 and no dependents, no investments and no deductions. For others however, you need to be sure that you are taking advantage of every tax break available to you! If you are self-employed (see my Business Services page), or own rental property, you may be missing deductions that you are entitled to. What if you inherited assets from a loved one and later sell them – are you taking advantage of the step-up in basis to minimize taxable gains? Are you correctly reporting your basis in retirement accounts if you made nontaxable contributions in prior years? Are you missing deductions associated with education savings contributions, or Section 199A dividends, or IRA contributions, etc.? The list can go on and on subject to the 10 million words that make up the tax code and regulations.
Heather Judy CPA, LLC can navigate these questions with you about the tax code, tax deductions, and tax credits you are legally entitled to and prepare your tax return to take full advantage of them.
Take charge of your taxes.
Contact Heather Judy CPA, LLC.
Heather Judy, CPA graduated from the University of South Carolina in 1995 with a Bachelor of Science in Business Administration. At USC she was a member of Beta Alpha Psi, an international honor society for accounting, finance and information systems. She sat for the CPA exam in November 1997 and passed all four parts in her first attempt. Heather has worked in the private sector doing bookkeeping and financial statement reporting for eight years, beginning in high school, through college, then continuing on until becoming a Certified Public Accountant. She has been in public accounting since 1997.
Personalized tax and accounting services for individuals, small businesses, trusts, estates and gifting. Based in Lexington, SC and serving the surrounding Midlands area.
Website Design by Convergent Design. Copyright ©