McDonald Tax and Wealth

SpecialtiesIf you don't necessarily love doing your taxes (or have an accounting degree), you've come to the right place. At Kalt's Tax Service, we do what we love: taxes. Small businesses, larger enterprises, and individuals we've done them all. Let us handle your tax return preparation. Everyone knows that every year, come April, you have to do your taxes. Fortunately, we can help you get a jump start on your taxes, or can work in to the night to help you get it done during crunch time. You might not believe us, but we really do love doing taxes. Steven Kalt has more than 20 years' experience filing taxes for everyone: from our grandmas to large corporations. We know this stuff like the backs of our hands. We look forward to servicing all your tax return preparation and bookkeeping needs. We are a full service bookkeeping and tax return preparation firm. We provide immediate responses to your most challenging tax and bookkeeping issues. We are here to assist you through the complex maze of IRS regulations so that you never feel like you are on your own. We specialize in assisting small business owners and individuals with preparing the appropriate tax forms to minimize your tax liabilities. Our bookkeeping department will work with you to make sure that you are keeping accurate and timely financial statements. We strive to implement tax planning strategies in order to be proactive instead of reactive. We consider our clients to be our partners. Let's grow together!

SpecialtiesHelping clients understand when to retire and how to retire early.The 4 Financial Retirement Problems We SolveGuaranteed Retirement PlanningAvoid running out of money in retirement. You can plan and calculate your return on your investments. Legacy PlanningMake sure your next of kin receives your assets. You don't want to leave your family in chaos.Tax PlanningProper tax planning makes it easier to build your portfolio. You can also plan ahead and anticipate any tax changes.Client EducationDon't be left in the dark. Know your financial plan. Know your financial advisor on a personal level and retire the right way.