Tax Planning
We are available all year round for tax planning and looking for new ways to enable you to keep more of your money for yourself. We do more than just tell you what you will owe if you keep doing what you have been doing, but also show you what you can do to reduce your tax bill and how much the tax savings will be if you implement a particular strategy so that you can decide whether or not you want to do it. We encourage your inquiries and check the law to make sure that we understand it before making a recommendation. We are constantly coming up with new techniques so don't get the idea that we have finally got everything that there is. We just agree to stop looking right now and revisit and look more later.
Tax Preparation
Tax time is a stressful time of year for many individuals and
businesses. We invite you to join our family of clients who know that they have someone who they can trust to support them in the finishing up the tax year in a comfortable environment on their schedule without the stress of getting in line with the rest of them people who dread April 15. We file extensions for them at no charge and guide them through the various challenges of finishing up the tax year. Given the complexity of the ever-changing laws
and the difficulty of interpreting them, you need a tax
advisor who not only can ensure you’ve complied with
the law, but who can help you claim valuable deductions and
credits you may have never suspected. Our firm goes out of
its way to reduce the burden of paying taxes for all filers.
We pledge not only to prepare your tax returns in the
best-informed, most ethical manner possible, but also to work
with you year-round as needed to plan a strategy that will
minimize your total tax burden. We are qualified to prepare
all federal, state, and local tax returns for individuals,
corporations, partnerships, and limited liability companies.
We have clients in twenty nine states and have the ability to
prepare tax returns for all states that have individual
income taxes. Florida does not have an income tax, but does
have an intangibles tax which we can do also.
Tax Problem Resolution
Whenever a taxpayer receives a communication from the tax authorities it is a problem. We have seen most of the situations before and are usually able to participate in the arrival of an resolution better than had been first anticipated. If you get a letter from the tax authorities, even if you think that you understand it and know what to do....come and let us look at it and see what the best action is to take. Two things happen: (1) we get to study the communications they are sending out from more perspectives so that we better understand them, and you get a second opinion.
Payroll Services
Once you have trusted us to handle your tax and accounting
services, trusting us to handle your payroll needs is the
next logical step towards simplifying your business life. We
provide a comprehensive payroll service customized for your
specific needs—giving you flexible personalized service
from our knowledgeable staff. Our service includes check
printing, direct deposit of paychecks, electronic tax
payments and tax filings, complete compliance, and more. You
will receive all the payroll reports you need to run you
business most efficiently, and you will also get personalized
professional advice on all payroll matters for your firm.
Business and Tax Planning is our Specialty
Start-ups and ongoing business continually have options and considerations that must be carefully analyzed and decisions made that are beyond the capacity for various reasons for the Entrepreneur to arrive at the best decision. Our wide experience over the last forty-five years makes us well qualified to work with you on these challenges. Often it involves several professionals working together as a team to conceptualize, analyze and implement a plan which only the business owner can decide is workable in his/her situation. We invite anyone who is considering going into a business to contact us for a no obligation consultation. This is an opportunity for us grow our experience base and most of the things we have learned over the years has come from us working with our clients.
Purchasing Agent
We want to be a purchasing agent for you in all of your business needs. We have relationships with various vendors and regularly come up with special deals on most things you use in your office. These include the following: Business cards. These can be had for as low as $30/thousand for good quality cards shipped to your office via ups. Give us as much lead time as possible. We may also be able to get personal items. Give us a try and see what we can do.
Tax and other Industry Seminars
Yearn to Learn? Do you wish that you could go to places that you wanted to and come back with a better understanding of some of the really important things in your life like how to make or save more money. We provide and have access to various opportunities at good rates for travel as well as attendence. Get with us on this and lets see what we can do.
Stop by our office and we are happy to provide this complementary service in reasonable quantities. This can be done in PDF files which can be attached to emails and opened on most platforms.