These e-guides are a great source of vital tax and business information:
We are ready to assist
you with personalized service:
It is our job to see
that you pay no more tax than the law requires.
There is a certain mystique
that has grown up around tax planning and tax-cutting
techniques. We are here to put tax planning in plain
English for you.
There are actually several
basic tax-cutting strategies, and most plans involve one
or a combination of them. In a nutshell, the strategies
are:
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Splitting income among
several family members or legal entities in order
to get more of the income taxed in lower
brackets. |
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Shifting income from one
year to another in order to have it fall where it
will be taxed at the lower rate. |
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Shifting deductions from
one year to another to place them where the tax
benefit will be greater. |
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Deferring tax liability
through certain investment choices and through
pension plan contributions. |
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Structuring your affairs
to obtain a tax deduction for some expenses paid
for things you enjoy - a vacation home, for
example. |
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Investing your money to
produce income that is exempt from either federal
or state income tax or
both. |
Please call 383-1041 or e-mail for a FREE copy of our tax-cutting
brochure.
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 Professional
Help
We monitor the
changes in the tax law that affect you and
recommend tax saving strategies. We will file all your
tax returns and serve as your advocate in all tax
matters.
We prepare hundreds
of tax returns every year. We know what to look
for when your return is prepared. More importantly, you
have someone to ask questions of during the rest of the
year. And, we will put you on our mailing list to
receive timely tax and financial information.
If you are contacted by any
government agency concerning your tax matters, your
first call should be to us. We will take care of it so
that you can get on with your business.
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 Business Problem
Solving
Approximately one million
new businesses are started every year in the United
States. About 80 percent of all new businesses will fail
within five years.
Business problems and their
solutions are as varied as are different businesses.
There are some universal truths, however, in managing
any business.
Whether you are starting a
business or operating a going concern, we can help you
select the proper organizational structure and help you
secure adequate financing. We will work with you and
your banker, lawyer, insurance agent, and other advisors
to solve your business problems.
Give us a call for a
no-charge initial conference. You should interview us,
as you would any professional, to determine if we will
be a good long-term match for you and your
business.
Please call 383-1041 or e-mail to receive a FREE copy of 53
Ways to Increase Your Profit.
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 Business Valuations or
Appraisal
We can provide a
written objective valuation of a business using
the appropriate method which can assist you
in:
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Purchasing or selling a business
interest |
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Gift and
estate tax planning - discounts |
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Business
damages - eminent domain |
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Buy-sell
agreements |
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Marital
dissolution |
Please call us at 383-1041 to
discuss how we can be of service.
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 We will act as your sounding board.
We will review your
investment ideas with you and your investment advisor
and suggest the best structure to maximize your
after-tax return.
Don't ignore the impact of
taxes on your investments. While taxes should not drive
your investment strategy, understanding how taxes affect
your earnings will help you minimize taxes and maximize
your return.
 Here are some easy-to-use
calculators.
Call Us!
Please contact us for a
no charge conference. We can get acquainted, and you can
see if we will be a good match for your financial
matters.
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Tax Planning and Preparation -Corporate, Partnership, Estate and Individual
New Business Consultation
and Problem Solving
Business Valuations
Investment Review
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