KUBICHEK & hOUGE

In my role as a Tax Preparer , I've cultivated a comprehensive expertise in navigating the intricacies of federal and state income tax systems. My daily practice involves a deep dive into financial documentation, meticulous record-keeping, and the application of current tax laws to accurately prepare a diverse spectrum of tax returns. 

I've become adept at understanding the unique financial landscapes of individual taxpayers, guiding them through deductions and credits to optimize their tax outcomes. Furthermore, I possess a strong understanding of the complexities involved in trust taxation, ensuring proper reporting and compliance for these fiduciary entities. My experience extends significantly into the agricultural sector, where I've worked closely with farm businesses, navigating the specific regulations and nuances associated with this industry. 

Beyond individual and agricultural clients, I am proficient in preparing tax returns for various business structures, including limited liability companies (LLCs) and corporations, understanding their specific reporting requirements and potential tax strategies. 

Expanding on my role, an aspect of my work involves assisting clients who are exploring defined benefit plans as a strategic tool for income tax limitation. In these situations, I act as a key point of contact and facilitator, collaborating closely with third-party administrators (TPAs). My role begins by understanding the client's financial objectives and income tax situation, assessing whether a defined benefit plan aligns with their goals. I then work in tandem with the TPA, who provides the specialized actuarial and administrative expertise required to design and implement the plan. My responsibilities include clearly communicating the benefits and complexities of defined benefit plans to clients, gathering necessary financial data for the TPA, and ensuring a smooth onboarding process. Throughout the plan's lifecycle, I continue to serve as a liaison between the client and the TPA, helping to interpret plan specifics, address client questions, and ensure ongoing compliance. This collaborative approach allows clients to leverage the tax advantages of defined benefit plans while benefiting from the TPA's specialized administrative capabilities, all with my guidance and support throughout the process.

Throughout my work, I prioritize clear and effective communication with clients, ensuring they understand the process and feel confident in the accuracy of their filings. My commitment to staying informed about the latest tax legislation and my meticulous approach ensure that all returns are prepared with the highest level of accuracy and in full compliance with all applicable regulations.