Individual Tax Planning and Preparation

At Dean, Li and Magner, LLC we guide our clients through a full range of individual tax planning and preparation scenarios as needed for each client’s specific situation(s). We can help with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to meet your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize tax and financial opportunities to be found in existing as well as proposed tax law changes. We are knowledgeable and up to date on the tax laws/proposals and can apply them to your objectives.


Small Business / Small Partnership Tax Planning and Preparation

From start-ups to established small businesses each rely on accurate and insightful tax and financial information in order to maintain profitability and capitalize on new opportunities. Dean, Li and Magner’s small business and small partnership tax and accounting services steer you closer to your goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, and tax planning. We utilize QuickBooks online to provide monthly or quarterly reconciliation services and subsequent reporting.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Accounting system setup and support
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Small business tax planning and return preparation


Estate & Trust Tax Planning & Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Dean, Li and Magner’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan to distribute the assets left in one’s estate to avoid complications and to ensure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.