Tax Advisory/Accounting
Tax Advisory/Accounting
We understand that taxes can represent a significant ongoing cost for you. Our approach includes identifying strategies to reduce your tax burden and collaborating with our CPA to implement them effectively. Additionally, we oversee your investment portfolio with a focus on maximizing tax efficiency.
Services Includes:
Basic Tax Preparation:
Basic tax preparation involves preparing and filing income tax returns for individuals, businesses, estates, and trusts. This includes gathering necessary financial documents, calculating tax liabilities, and ensuring compliance with tax laws and regulations.
Tax Planning:
Tax planning involves strategizing to minimize tax liabilities legally. This may include analyzing income, deductions, credits, and investments to optimize tax efficiency.
Tax Compliance:
Tax compliance services involve staying up-to-date with tax laws, preparing accurate tax returns, and filing them on time.
Estate and Gift Tax Planning:
For individuals with significant assets, estate and gift tax planning helps minimize estate taxes upon transfer of assets to heirs or beneficiaries. This includes strategies such as gifting, trusts, and charitable giving to maximize tax benefits.
Tax Advisory Services:
Tax advisory services involve providing expert advice on tax-related matters, such as structuring business transactions, mergers and acquisitions, employee compensation plans, and other strategic decisions to optimize tax outcomes.
State and Local Tax (SALT) Services:
State and local tax services focus on compliance and planning related to taxes imposed by state and local jurisdictions. This includes income taxes, sales taxes, property taxes, and other state-specific taxes.
Retirement Account Tax Strategies:
Advising on tax-efficient strategies related to retirement accounts, such as Traditional IRAs, Roth IRAs, 401(k) plans, and other retirement savings vehicles.
Have any questions?
Need help with your accounting or tax related project or have a any question about our services? We’re here at your support.
Get Started with ExperityCPA Tax & Accounting?
Our tailored services are designed to meet your unique needs, ensuring your wealth is managed and transferred according to your wishes, both in the US and overseas.
We specialize in creating personalized strategies that address cross-border tax implications, legal requirements, and asset protection. Ready to secure your global legacy? Let’s get started!
