Individual Services
- Tax Planning and Preparation
Are you taking advantage of all available tax deductions and planning or investing with your future tax consequences in mind? At Pulakos CPAs, we use a detailed Tax Planner to get the answers we need to help plan and calculate your taxes more effectively. We assist with everything from federal and New Mexico returns to out-of-state returns as needed.
- Estate and Family Wealth Planning
Planning your estate is so easy to postpone. But, with current estate tax rates beginning at 41% and reaching as high as 48% on estates over $1 million, an unplanned estate could cost your heirs almost half of what you worked hard to accumulate during your lifetime. Using a step-by-step process, we help you develop an analysis of your estate, determine your family needs and objectives, decide on desired flow of possessions, review and analyze your options and their potential tax consequences, and coordinate the implementation of your estate plan with other professionals such as attorneys, insurance agents, etc. - Retirement Planning
Like estate planning, retirement planning is an easy thing to postpone. The sooner you start, however, the sooner you can begin to see progress toward the lifestyle you've always dreamed of. Working with your current retirement plans and/or investments, we can help you determine how much you need to have upon retiring to do the things you've always dreamed of and achieve the lifestyle you deserve.
Contact us for more information on any of these services for individuals.