Personal Services

♦​ Individual and Fiduciary Tax

Youmans & Gardner, CPAs provide professional tax planning and preparation that gives our clients ease of mind knowing that their tax reporting obligations are taken care of accurately and timely. Furthermore, we are here all year long to provide additional support related to tax planning, examinations, and problem resolution.

Our planning services allow individuals the opportunity to be proactive in managing their tax liability. We can provide a snapshot of your current tax situation as well as the effect of various scenarios that you or your small business may be facing.

Our Tax Planning and Preparation services include:

  • Income tax planning with options to reduce your taxes
  • Individual income tax preparation
  • Estate and trust income tax preparation
  • Estate tax planning
  • Estate tax preparation
  • Tax audit support and representation
  • Internal Revenue Service (IRS) problem resolution

♦​ Estate Tax

♦​ Household Employment

​Individuals who provide services of a household nature in a private home are considered employees of the homeowner. Examples of services that qualify an individual as a household employee are cooking, housekeeping, babysitting, caretaking, health care, cleaning, and gardening. When a homeowner employs household employees they may be required to withhold federal and state withholding and Social Security taxes. In addition, employers may be required to pay Social Security and federal and state unemployment taxes. 

​Youmans & Gardner, CPAs help meet your needs with our household employment services by calculating employee paychecks, maintaining employee earnings records, preparing payroll tax returns and remittances, preparing employee wage statements, and adjusting your estimated tax payments to cover any additional tax liability from employment taxes.

♦ Financial Advisory

Youmans & Gardner, CPAs provide personal financial advisory services to help you plan and prepare financially for life events. These are some of the areas that our services can benefit you.

  • Creating and maintaining a monthly household spending plan to help you and your family meet your living needs, reduce debt, and save for future needs.
     
  • Retiring with dignity by taking advantage of tax deferred savings plans. First, we will analyze your assets and estimate your post-retirement needs and then establish a savings goal. Working with your investment advisor we will continue to tweak your retirement plan as your return on investment changes. With our business advisory services we can also help setup a retirement plan for your business to cover yourself and your employees.
     
  • Paying for your child's education by estimating your child's education needs and expected resources at college age and then taking advantage of tax-free growth opportunities to meet the financial need.
     
  • Planning for unexpected events so your family is protected is an important part of any personal financial plan. We can help estimate your living expenses and future financial needs and help suggest savings goals and work with your insurance agent to help you protect your family in the event of a disability or death. Our tax planning and preparation services can also help you minimize your estate tax so you leave more of a legacy to your family.
     
  • Saving to become your own boss by discussing the advantages and disadvantages of debt and the investment that would needed to open a business. When you are ready, our business advisory services are available to help you develop a business plan and our accounting & bookkeeping services or our controller & internal accounting services are available to meet your financial and compliance needs. Our tax planning & preparation service will help you comply with tax laws while minimizing your tax bill.
Contact Us
Youmans & Gardner, CPAs
Southwest Georgia

108 East Broughton Street
Bainbridge, Georgia 39817
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229.246.1511
Fax 229.246.1488

Florida Big Bend

113 North Madison Street
Quincy, Florida 32351
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850.627.7109
Fax 850.627.7384

Firm News
Disaster Relief

The IRS is announcing tax filing and payment relief for taxpayers affected by Hurricane Michael.. — Click for details.

Payroll Checkup

Perform a "Paycheck Checkup!" Recent changes to the federal tax law made changes to your paycheck. Be sure that you have the proper amount of federal tax withheld in order to avoid a tax bill. Click here for details.

Thanksgiving Holiday

Our offices will be closed on Thursday and Friday, November 22 and 23, in observance of Thanksgiving.

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