Tax Preparation & Planning


 

Taxes can be stressful for individuals and business owners alike. Regulations change, requirements can be unclear, and there are so many details to attend to. Our tax preparation services and tax planning experts guide you through all your tax needs for a stress-free process.

 

Tax Preparation

Simplified Tax Preparation for Lower Tax Liability

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 Challenging tax returns are no match for KeyLin’s experts.

We have years of experience dealing with individual and business tax returns with the utmost attention to detail. Regardless of your tax liability, we’ll treat your taxes as if they were our own. Our three-step tax preparation services simplify your taxes: collect your relevant documents, send them in our secure online portal, and review your return. We’ll do the rest. Plus, we’ll keep track of regulatory changes, so you don’t have to. You’ll be treated like a VIP, because you are one. No question is too small, and no return is too complicated.

Our purpose is to reduce your tax liability and ensure you get every deduction you deserve. We offer tax preparation in Minneapolis, but our virtual tax services mean you can work with us no matter where you are.

Tax Planning

Receive Strategic Insights for Your Tax Planning

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KeyLin Advisors analyzes your current and future tax situation to create detailed tax plans so you can manage your finances and make sound financial decisions.

Our tax planning advisors work closely with our clients to assess their current tax situation, analyze their future needs and create detailed plans. This enables our clients to better manage their finances, plan for the future and make smart personal and business decisions. As well as expert planning services, we also provide retirement, exit and succession planning as well as investment tracking, capital gains monitoring and support and guidance along the way! Our expert tax optimization and planning services have helped many people minimize their tax liability.

We know tax planning can get quite complicated, but our tax planning advisors can handle it for you!

Estates, Trusts, and Beneficiaries

Spend Less Time on Estates and Trusts and More Time with Your Loved Ones

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Navigating estate taxes or inheritance taxes in the midst of a loss is challenging. We’ll be there to support you.

When you lose someone close to you, the last thing on your mind is tax law. At KeyLin, we focus on the details and logistics of estate and inheritance taxes, so you can focus your attention with your loved ones. Our comprehensive tax preparation services includes fiduciary tax returns, gift tax returns, estate tax returns, compliance, document preparation, payroll and taxes for household employees, property schedules and investment tracking. Our tax planning services have helped many estates, trusts, and their beneficiaries minimize their taxes while complying with local, state, and federal law.

The circumstances and emotions of estate and inheritance taxes can be overwhelming enough. Let us worry about the tax code.