STRAGEGIC TAX PLANNING
Do you have a successful business? If so, we can work together to protect your assets, plan for the future and reduce your income tax burden with our proactive tax strategies.
Ed Lloyd CPA, PFS, CTC is a Certified Tax Coach and has completed the training and ongoing education necessary for implementing proactive tax strategies for businesses and their owners.
Average return on investment is greater than 250% in the first year for Strategic Tax Planning clients!!!
For more information on Strategic Tax Planning- click here.
INFORMATION REQUEST
2009 Tax Planning Letter- Click here for our nine page letter on tax planning ideas for 2009 and 2010.
2009 Business Information Request- Click here for our business information request.
2009 Individual Information Request - Click here for our individual information request. We will send you an organizer to obtain the remaining information we need to prepare your return.
If you have any questions -- or if your friends, family, and colleagues need our services -- don't hesitate to call us at 704-544-7600!
TAX SERVICES
Tax Projections – This is an extremely important part of what we do for you each year. With new clients we focus on Strategic Tax Planning. With existing clients we monitor your Strategic Tax Plan and we also analyze current year accounting data and discuss changes to the business and your situation. Based upon the information we prepare a tax projection.
Accounting Analysis - This is a critical ongoing service that we provide for our business clients. Knowing what you business results really are and getting the adjustments to keep them correct needs to be addressed throughout the year. We work with you to get your books correct so we can do a better job analyzing your tax situation and to assist us with ongoing consulting services.
Tax Preparation – We prepare all of your business and individual tax returns. These may include returns for your personal income, corporations, LLC’s, estates and trusts. We prepare hundreds of business returns each year and several hundred individual returns for business owners, real estate investors, clients listing in multiple states and other tax clients.
All individual returns are e-filed to ensure that your returns are received and properly filed. Refunds from e-filed returns are generally deposited within two weeks of acceptance by the IRS and your state(s).
Benefits – We will assist you in providing a benefits package for yourself and your employees based upon your individual needs. We work with payroll professionals to ensure that your payroll is prepared in a timely manner and that benefits are integrated into your payroll for proper reporting.
This is an overview of the services we provide. If you want a fresh look at the opportunities available, we are here to assist you. We focus on the programs that benefit successful business owners including business succession planning.
IRS AUDIT, STATE & LOCAL TAX REPRESENTATION
We represent business owners AND/OR individuals with the IRS and state agencies. Our services include:
- Audit representation with the IRS, state department of revenue, property tax audits and sales tax audits.
- Resolution of payroll tax penalties and notices.
- Offer-in-compromise for outstanding taxes. We have saved individual clients tens of thousands of dollars each through this program. We can evaluate your situation to determine if this is an option worth pursuing.
INDIVIDUAL TAX PLANNING & PREPARATION - including Multi-State Taxation
Individuals have options with regards to tax planning and we work with you to maximize the possibilities. We can assist you with:
- Estimated income taxes for federal and state taxes - Avoid penalties for underestimated taxes.
- Retirement plan alternatives.
- Investment tax credits - Annual tax credits up to 10% of your investment.
- Alternative minimum tax analysis.
- Withholding analysis.
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