Tax Consulting

We offer tax consulting services that include educating taxpayers, assisting non-filers, responding to IRS and state notices, researching the Internal Revenue Code, recommending tax reduction strategies to legally minimize tax liability, and projecting estimated tax liability so there won’t be any surprises at tax time.

Because minimizing tax liability requires year-round planning, we work with our individual tax clients to plan for events that will change their tax situation. Examples of these events include a change in marital status, the inability to claim a dependent, an increase in wage or business income, a distribution from a retirement plan, an inheritance, a sale of property, and a sale of securities that have been owned for a long time.

For business owners, tax planning strategies may include choosing the best form of business entity, deferring income and expenses from one year to another year, reviewing overlooked expense deductions, and taking advantage of pre-tax deductions.

For more information about our tax consulting services, contact our office today at (727) 391-7373.