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INDIVIDUAL TAX SERVICES

Purchase Of A New Home

The purchase of a house is one of the largest investment made by most people. Owning a home provides many tax benefits including the deduction of mortgage interest and real estate taxes. Many of our clients first contacted us after purchasing a home or relocating to the Pittsburgh area. We are experienced at analyzing your settlement statement and making sure that you receive all of the tax benefits to which you are entitled. Back to Tax Planning and Preparation

Change of Employment

Changing employers is often a very stressful event. Decisions regarding retirement funds at your former employer should be made in a rational, non-emotional manner. We can help you evaluate these types of decisions so that your decisions are consistent with your overall personal financial objectives .Back to Tax Planning and Preparation

Marriage And Divorce Tax Issues

Marital status is an important factor in the amount of income and estate taxes you will pay. Taxes should not be the determining factor in your decision to marry, divorce, or remarry. However, an understanding of the part which taxes play in this as well as their effect in other areas of life will help you to keep your taxes as low as possible. Divorce and remarriage involve significant changes in the financial situation of the parties involved, and only careful planning with the assistance of an experienced advisor will minimize the tax cost of these events. Back to Tax Planning and Preparation

Inheritance and Estate Planning

The demographics of the baby boom generation is giving rise to huge intergenerational transfers of wealth. Protecting your wealth through various transfer techniques can be a delicate and difficult process. We can help you protect your interests while sorting through the myriad of reasons to transfer or not transfer property and the variety of ways to make the transfer. Whether it is marital deduction planning, reviewing life insurance policies, annual gifting, or minimizing taxes on a retirement plan, time spent now in proper planning can preserve significant amounts in the future. Back to Tax Planning and Preparation

Tax Preparation and Compliance

Robert Craven, CPA provides counsel on ways to achieve personal and business objectives with minimal tax burden.

Clients range from individuals, privately-owned corporations and partnerships to tax-exempt organizations and the related professional advisors for each of these groups.

We provide full individual tax services and have experience in sales of personal residences, planning for business transactions, divorce settlements, and planning to minimize the alternative minimal tax.

A number of clients began with us as a result of a personal relocation. For this reason, we are familiar with many state filing requirements outside of Pennsylvania. In addition, many Canadian expatriates have used our services for complying with both U.S. and Canadian requirements.

We are experienced in the formation, operations and tax requirements of all types of business ventures. Depending on your specific facts and circumstances, we can help you select the appropriate entity for your business. Back to Tax Planning and Preparation