Services Include:
- Plan the tax consequences of financial activities
- Tax filings annually, quarterly, etc.
- Ensure compliance with tax laws
- Represent clients in IRS and state tax audits
- Guide the development of policies and procedures to improve business controls
Real Results:
- I have successfully represented clients in tax examinations.
- A client was in the process of retiring from a closely-held business. As part of the retirement process, his stock in the company was going to be redeemed on an installments sale method. At the time, the capital gain rate was lower and there was no Net Investment Income Tax (NIIT). I looked at the cost in taxes over the installment period, and it increased substantially over time because of the change in rates, etc. I suggested accelerating for reporting purposes all of the income into the current year, thus avoiding the increased rates and the NIIT. The client saved over $100k in taxes as a result.
- I advised a corporate client on how to minimize overall global taxes by using special tax elections.
- I developed and implemented systems of internal controls for several clients in different types of businesses, and made recommendations for the overall improvement in business processes and controls.
Time Zones Don’t Scare Me!
With all the ways to communicate these days, where you are matters even less. Yes, I am physically located in Chapala, Mexico, a small quaint village about 30 miles south of Guadalajara. But I still have clients in over 15 countries on four continents. All of my data is securely encrypted and your information is always kept safe. I promise personal, timely service whether it’s in person or via email, phone, fax, ZOOM, etc.
Want to File Your Own Taxes?
I know many of you like to do your own tax returns. Click the image below for a great option for you. It’s at a very low price and you get both a federal return and one state return. As always, please contact me if you have questions.
Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. Taxes may be a certainty in life, but worrying about them doesn’t have to be. For individuals, I can save you time, money and stress by preparing and filing your returns, while claiming every allowable deduction and credit. For businesses, I can help by minimizing your tax liability, while ensuring that you stay in compliance with all federal, state and local regulations.
Accurate and timely filing of returns is only the beginning of an effective tax strategy, however. Every personal or business financial decision, from buying a house to selling investment holdings, from expanding staff to replacing aging equipment, can have significant tax implications. Successful tax planning rests on understanding all of these impacts before the decision is made, so that you can act at the most advantageous time. Let us show you how.
Our country’s ever-changing tax code places heavy burdens on both individuals and companies, but it also holds extraordinary opportunities if you know where to look. I am here to guide you along the path from basic tax compliance to a strategy for long-term tax minimization.
IRS Representation
Whether you receive an audit notice or just a request for clarification about an item on your personal or business tax return, the thought of facing the IRS by yourself can be overwhelming. Unfortunately, many tax preparers are not prepared to represent you before the IRS. If a problem arises with a return they filed for you, you might be left on your own to resolve the issue.
I will advocate on your behalf and help you and your staff assemble any documentation that IRS agents might request, so that you are never fending for yourself.
By drawing upon years of experience handling audit procedures and tax rules, I can take the stress out of working with IRS agents, and ensure that your rights as a taxpayer are protected and that you pay the minimum allowed by law.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. My services include estate planning to simplify property transfers to heirs, minimizing tax liability so heirs receive the maximum benefit, and tax preparation after a loved ones’ passing.
I will work with you and your attorney to structure your estate and/or trusts with an eye toward minimizing tax liability, smooth fulfillment of your bequeathal directives and, when possible, avoidance of the long process of probate. In the event that you wish to begin distributing assets to your heirs during your lifetime, I can also assist with IRS gift reporting requirements.
When a loved one passes away, I can prepare and file any required final tax returns for the decedent and any associated trusts. I lift the paperwork burden off your shoulders, so you can focus on the far more important matter of spending time with your family during a difficult transition.