Retirees
Tax Preparation for Retirees in Fort Worth, TX
Retirement changes how your income is taxed, from Social Security to required minimum distributions. I prepare returns for retirees across Fort Worth and help you keep more of what you've saved.
What's included
What you get
- Social Security income reporting
- Pension, IRA, and 401(k) distributions
- Required minimum distributions (RMDs)
- Capital gains and investment income in retirement
- Help timing withdrawals to manage taxes
- Prior-year and amended returns
Who it's for
Who this is for
- Retirees and those nearing retirement
- Anyone taking Social Security or RMDs
- Fixed-income filers with investments
How it works
What working together looks like
Step 01
Free consultation
We talk through your situation and answer your questions.
Step 02
Share documents
Send your documents securely through an encrypted portal.
Step 03
I prepare your return
I prepare and double-check your return for accuracy and missed savings.
Step 04
Review & e-file
We review it together, e-file, and plan for next year.
Why Chris
Why work with me
I'll make sure your retirement income is reported correctly and look for ways to lower the tax on your withdrawals.
Licensed Texas CPA
MS in Taxation, Notre Dame
3 years at Ernst & Young
Year-round, direct access
CB
Chris Burt, CPA
Fort Worth, Texas
FAQ
Common questions
Ready to get started?
Book a free consultation. We'll talk through your situation and outline the next steps.