Financial Consulting

The best tax planning starts with being organized and maintaining good records of your financial transactions. If you get in the habit of periodically reviewing important financial statements year-round, you’re less likely to be caught at the end of the year trying to figure out which year you’re planning for: We can help you with any concerns regarding:

  • How to Get an Extension to file
  • Which Form You Should Use
  • Accounting Periods and Methods
  • Your Filing Status
  • Surviving Spouse (Qualifying Widows and Widowers)
  • Citizens Living Abroad
  • Sale of Mutual Fund Shares
  • What You Have to include as Income
  • Social Security and Other Benefits
  • Employee Death Benefits
  • What You Can Deduct: Exemptions, Adjustments, and Deductions
  • Charitable Contributions and Private Foundations
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  • Travel and Entertainment Expenses
  • Capital Gains and Losses
  • Strategies for Individuals Selling Securities
  • Credits that Reduce your Taxes
  • Estimated Tax Payments and Withholdings
  • Estate and Gift planning
  • Tax Strategies for Businesses
  • Partnership Income and Sch. K-1
  • S Corporation Income
  • Regular or C Corporation Filing Requirements
  • Tax-Free Changes in Corporate Ownership
  • Unified Estate and Gift Rates