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Individual Services

Schedule a Free Consultation Learn About Our Services

Trust Bert Kraus, CPA to meet your financial needs with a range of individual tax and estate planning services in Laredo. We work closely with clients to ensure their personal tax and accounting plan helps them meet the life goals they’ve set for themselves.

When it comes to the highly personal work involved in estate matters and individual tax planning, our CPA offers the guidance you need. Contact our firm today to get started with a consultation. 

Individual Tax Planning

Your personal taxes become complicated once you marry, own property, and have one or more dependents. These changes reflect in your finances and on your tax return, providing you with opportunities for deductions you may not have thought of.

Working with our Laredo tax preparer allows you to benefit from a custom plan for your tax needs. We look for ways to take advantage of deductions or credits you are qualified to receive, reducing your tax liability. With our help, you can enjoy tax savings that allow you to put more money away for your goals. Our tax services can assist with:

Funding Higher Education
Buying a Vacation Home
Saving for Retirement

Bert Kraus, CPA helps you find deductions applicable for tuition, dependents, home offices, and other overlooked circumstances that qualify you for a tax break. 

Estate Planning Services in Laredo

Our CPA, Bert Kraus, understands that individual accounting concerns go beyond tax planning and preparation in many cases. We work with trusted legal counsel to provide assistance for clients who need evaluations for wills and trusts, or are looking for help in filing forms associated with their estates. 

We look over current wills to ensure assets are distributed according to your wishes when the time comes. If a life event has created a need for updating the language of your will, we help you draft new stipulations for your estate. Avoid poor or unclear wording that can leave your family in the dark after your passing. Our CPA and legal affiliate can also assist with establishing trusts, ensuring you have selected the right one to meet your needs and avoid unnecessary taxation. 

Ask our accounting team about 706 forms for estate tax returns or form 709 for gift tax filing!

Schedule your Personal Tax Filing Consultation with our Firm

Whether you are a new homeowner looking to make smart choices on your tax return, or need help establishing a living trust for your loved ones, contact Bert Kraus, CPA to schedule a consultation. Our Laredo personal accountant is committed to ensuring that you and your family are comfortable in your current and future economic standing.
Personal Financial Planning
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
 
Retirement Planning
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road. When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience.
Elder Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.
 
Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.