• Tax Prep For Individuals
  • Tax Prep For Business
  • Tax Prep For Estates & Trust
  • Tax Preparation for Non-Profit
  • Tax Planning
  • Retirement Planning
  • Elder Care

YOUR SOURCE FOR TRUSTED PERSONAL ACCOUNTING AND TAX PREPARATION

Tax Planning Sarasota

As your trusted advisors, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of your hard-earned money.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our in-depth knowledge of tax codes when we prepare your individual tax returns -- so you don’t miss out on any tax credits and deductions that you are entitled to take.

TAX PREPARATION SERVICES FOR INDIVIDUALS

Here's what else we do for you:

  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File extensions and calculate the estimated tax to avoid interest and penalties

TAX SEASON IS JUST AROUND THE CORNER.

If you need a fast, accurate tax professional to prepare your tax return this year

give us a call today OR Please Contact Us For A Free Initial Consultation

WE SPECIALIZE IN BUSINESS TAX PREPARATION

Tax Planning Sarasota

As a business owner, you’re busy developing new products or services and making sure your business runs smoothly. You probably don’t have time to reconcile your bank account or generate balance sheets to manage your cash flow, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, and money was tight, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, pay estimated taxes, and need to manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

THERE’S NO BETTER TIME THAN NOW TO DISCUSS TAX PLANNING STRATEGIES THAT WILL HELP YOU BUILD A FOUNDATION FOR FUTURE SUCCESS.

Here is what we do for you:

  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Minimize tax liability through the use of proven tax planning strategies
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)

MAKE SURE YOU NEVER MISS A DEADLINE AGAIN

The IRS, as well as state and local governments, imposes strict deadlines for business tax obligations. Missing these tax deadlines and failing to comply with payroll and sales taxes negatively impacts your bottom line and may result in fines for non-compliance.

As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

EXPERIENCED TAX AND ACCOUNTING PROFESSIONALS YOU CAN TRUST

To find out how our team of experienced tax and accounting professionals can help your small business achieve success:

call us today OR Please Contact Us For A Free Initial Consultation

ESTATE AND TRUST TAX PREPARATION HELPS PRESERVE, PROTECT, AND ENHANCE YOUR FINANCIAL LEGACY

Tax Planning Sarasota

Estate and trust tax preparation and planning are an important part of managing your financial future -- and it’s not just for the one percent; it’s important for everyone -- especially if you have a spouse or children or own a business.

As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

Protecting your assets is critical to ensuring financial security for your loved ones and we know that estate planning and trust tax return preparation is not easy, often requiring specialized knowledge and expertise.

WE UNDERSTAND FIDUCIARY TAX LAWS

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.

Our Estate And Trust Tax Services Include:

  • Allocating assets to spouses, children, trusts, and charities
  • Reviewing your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

IF YOU NEED ASSISTANCE WITH ESTATE AND TRUST TAX PREPARATION WE ARE HERE TO HELP.

Preparing income tax returns for trusts and estates can be complicated and if you haven’t developed an estate plan it’s not too late.

Please Contact Us For A Free Initial Consultation

You'll be glad you did.

Need a Better Bookkeeping Solution for your non-profit organization?

Tax Preparation for Non-Profit

Instead of you doing it yourself, or relying on inexperienced volunteers, we’ve got a better idea:

You concentrate on your mission and let us handle your books!

Maintaining timely and accurate financial records is one of the most important responsibilities facing every non-profit organization. But, doing it right is time-consuming, and the rules are complicated. Plus, if you’re like most non-profit leaders, you’re not an accounting professional. So, how do you make sure this critical function is properly covered?

We understand the complexity and nuance of non-profit bookkeeping and have the knowledge and expertise to ensure that your records are accurate, timely, and in full compliance with state and federal accounting rules.

By using our Bookkeeping Services your non-profit will be paired with an experienced bookkeeper, Quickbooks ProAdvisor certified, that has knowledge of non-profit accounting. The bookkeeper will get to know you and your organization, helping you to craft and maintain solid books and records. We become part of your team!

Accurate & Timely, Every Month

By using our Bookkeeping Services clients can rest assured, knowing their books are accurate and up-to-date. You’ll receive:

  • Bank account reconciliation
  • Income statement, balance sheet, cash flow statement
  • Filing for all required compliance
  • Advice and counsel to keep you operating smoothly

Of course, if your organization has $50,000 or more in gross receipts we will file an exempt organization information return, either Form 990, Return of Organization Exempt from Income Tax, or Form 990-EZ, Short Form Return of Organization Exempt from Income. If you have less than $ 50,000 gross receipts, we will file a form 990-N (annual electronic notice).

All Florida nonprofit corporations must file an Annual Report yearly to maintain “active” status. The first report should be filed a year after the corporation has been formed. Filing Period: The report must be filed between January 1st and May 1st. We will ensure that the report is filed every year so that your organization will stay active.

START PLANNING YOUR FINANCIAL FUTURE TODAY

Tax Planning Sarasota

Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.

IF FINANCIAL SUCCESS IS YOUR GOAL, WE ARE HERE TO HELP!

There is more to preparing your taxes than simply filling out forms at tax time. It's also about understanding our clients’ needs and helping them plan for a secure future.

Here’s how we do it:

  • Based on careful analysis of your tax situation we make sure you take every tax credit and deduction you deserve on your tax return.
  • We help you set up a recordkeeping system that meets IRS requirements.
  • We work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
  • We review and adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money (why give the IRS a free loan?).
  • We help you understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans.
  • We make sure you take advantage of certain investments to produce tax-exempt income (federal or state or both).

READY TO TAKE THE NEXT STEP?

If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.

Please Contact Us For A Free Initial Consultation OR give us a call

It's that easy!

IT'S NEVER TOO EARLY TO START PLANNING FOR RETIREMENT

Tax Planning Sarasota

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.

That's no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it's important to understand the tax implications of your retirement planning choices.

If you've already started saving for retirement, are you confident that you're saving enough to live the comfortable lifestyle you deserve or that you have your money in the right retirement plan for you?

If you haven't started saving for retirement, we'll help you figure out a plan that works for you and your family.

RETIREMENT PLANNING SERVICES:

When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience.

Here's what we do for you:

  • Evaluate your current financial situation, including assets and liabilities.
  • Create a budget that meets your retirement goals, including how much you need to contribute to your current retirement plan to meet those goals.
  • Review your Social Security account to determine the best time to begin taking your benefits.
  • Make sure that you understand how other sources of retirement income affect the retirement planning process.
  • Determine whether taking a lump-sum distribution or opting to take monthly payments is better for your particular financial situation.

ISN'T IT TIME YOU STARTED PLANNING FOR A MORE SECURE FINANCIAL FUTURE?

Whether you're already retired, close to it, or just getting started in your career, it’s never too early to start thinking about retirement planning.

To get started:

Please Contact Us For A Free Initial Consultation OR give us a call

We're happy to help!

HELPING YOUR LOVED ONES MAINTAIN FINANCIAL INDEPENDENCE WHEN THEY NEED IT MOST

Tax Planning Sarasota

Do you have an elderly family member who needs help with day-to-day finances such as paying household bills or balancing a checkbook? Are you worried that financial predators might be taking advantage of your elderly parents?

If you answered yes, we are here to help.

As specialists in elder care accounting services, we provide financial services and support for seniors who might need help handling their finances, whether it’s managing assets to maintain wealth or paying household bills on time.

FINANCIAL SUPPORT SERVICES FOR AGING SENIORS

Most adult children are too busy taking care of their own families, are too far away, or simply lack the specialized knowledge needed to be of much help. Even if you have the time and energy to take care of an elderly parent’s day-to-day finances yourself, working with a caring, honest, and knowledgeable professional accounting firm like ours means that you have someone on your team who is looking out for your loved one's best interest while keeping you informed every step of the way.

When you work with an accounting firm specializing in elder care accounting services, you can rest easy knowing that your elderly family member's needs are being met.

Here is what we do for you:

  • Income tax preparation
  • Household budgeting including unexpected expenses (home repairs, emergency medical expenses)
  • Monitor investment, bank, and other financial accounts
  • Manage and review day-to-day finances
  • Keep track of income and expenses to ensure adequate cash flow
  • Prepare financial statements and reviewing for accuracy and fraud prevention
  • Evaluate financing options for health care
  • Inventory personal assets and investments

WE'RE ON YOUR SIDE.

We are dedicated to helping your elderly family members maintain their independence and financial freedom.

If you would like more information about our elder care accounting services or would like to schedule a consultation with an elder care accounting specialist,

please contact us

FREE INITIAL CONSULTATION

Our initial consultation
is always FREE.

Provide us with your contact information, and one of our team members will reach out to understand your current situation.

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