Year-round Service Availability             

Deborah Mininger Income Tax & Financial Services, LLC provides a wide range of services to individuals and businesses. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:

Tax Preparation

• Individual Income Tax Preparation
• Income Tax Consulting
• Small Business Income Tax Preparation
• LLC Returns
• IRS, State and Local Taxation Representation
• Amended Tax Returns
• Prior Year Tax Returns
• Estimated Tax Payments
• Estate and Inheritance Taxes
• Electronic Filing of all Federal and State returns with direct deposit of refunds or scheduled electronic payment of balance due.

Areas of Specialization

• Clergy
• Contractors
• Direct Sales
• Real Estate Agents
• Truck Drivers

Estate Planning

Effective estate and gift planning enables the organized transfer of assets to your beneficiaries and provides security for your surviving spouse and heirs. If you don’t take care of your estate, the IRS will. Simply having a will is not enough.

Together we discuss your individual situation, examine available planning vehicles, and offer recommendations specific to your needs to make your estate plan simple, efficient, and worry-free.

Insurance

• Term Life Insurance
• Universal Life Insurance
• Whole Life Insurance

Financial Services

We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family’s future.

Retirement Planning

Whether your retirement is 40 years away or on the horizon, it is important to take stock of your savings situation and take charge. Experts estimate that many Americans will spend nearly one third of their lives in retirement. To make sure that your retirement is the golden time it’s meant to be, start planning now.

Education Planning

Need to save for college? It is no secret that the cost of higher education is climbing. However, by reviewing your family’s financial outlook, I can help you develop and implement a tuition savings plan that will fit your budget.