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Tax Planning & Preparation Services

When it comes to tax experts, there is no name more trusted in South Texas than Bumgardner Morrison. We have knowledgeable tax professionals who will ensure your personal or business taxes will be in good hands. We integrate our tax and wealth management practice to maximize your wealth accumulation while minimizing your tax burden.
Tax Preparation & Planning Services - Victoria, Texas

Tax Preparation

At Bumgardner Morrison & Co LLP, we provide complete federal and state tax services, including the preparation of tax returns and tax planning for corporations, partnerships, and individuals. Our tax preparation experts make sure you don’t miss any money-saving deductions or credits that you deserve, and we work with you to help maximize your wealth.

Tax Planning Strategies

Our CPAs believe in developing tax and wealth management strategies around your specific financial situation, needs, and goals. We have a comprehensive skill set that allows us to develop integrated tax planning strategies that address issues, including:
  • Stock options and restricted stock units
  • Maximizing health savings account contributions
  • Liquidating investments
  • Making contributions to a deductible retirement plan
  • Deferring income tax liabilities
  • Making charitable contributions
  • Planning for alternative minimum tax

Trust, Gift and Estate Tax Returns

In addition to traditional tax preparation, our CPAs have years of experience providing tax planning services for estates and trusts. We work meticulously to prepare trust, gift, and estate tax returns correctly and on time for families and individuals to help minimize current and future tax burdens.