Terry A Worsdell CPA

PERSONAL TAX SERVICES

Do you need reliable help in the preparation and filing of personal income tax forms in Laguna Beach?

Terry A Worsdell CPA’s wide range of personal taxation and tax planning services are geared for individuals and families, small business owners, or those retired or self-employed.

Whether you own your own business or work for others, Terry A Worsdell CPA tax specialists remain well-versed in all recent federal and state tax laws to ensure optimal financial benefits at income tax time and all year long.

What distinguishes Terry A Worsdell CPA from other Laguna Beach tax and financial planning services?

Technologically advanced operating systems, dedication to accuracy, and qualified expertise is now available to Laguna Beach taxpayers seeking maximum tax savings and minimal liability. Committed to understanding each client’s financial objectives, Terry A Worsdell CPA develops customized tax plans following an in-depth consultation:

  • Comprehensive review and assessment of all tax and related documents
  • Rapid electronic filing and prompt refunds
  • Tax planning beyond the taxation period
  • Estate and trust planning
  • Informed application of any pertinent personal income exemption
  • Risk management and the minimization of federal or state income tax audit
  • IRS representation
  • Current and long-range planning
  • Personal retirement planning
  • Gift tax planning and reporting

Terry A Worsdell CPA provides guidance on a full range of approaches that promote tax savings and improve cash flow; allow Laguna Beach clients to develop and attain their financial goals.