Additional Services
When it comes to the world of taxes you need a knowledgeable professional on your side.
We have the expertise you are looking for in a tax professional and can help you navigate your options.
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past.
If you don’t see exactly what you’re looking for on our site or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
FINANCIAL PLANNING
Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
PREPARING FOR THE FUTURE
Income Planning
College Planning
What our Clients are saying
Very pleased with their service, their knowledge, and their professionalism. They were recommended to me through the Dave Ramsey ELP program, and did not disappoint! I had specific needs and they fulfilled all of them quickly and thoroughly, and communicated every step of the way. I couldn't have asked for anyone better, and wouldn't hesitate to recommend them to anyone.
Laura SaporitoDanny and his team have led my business in the right direction and given us sound advice and understanding of the obligations we face with the taxes of a partnership. Jennifer stepped in and helped us straighten out our books and taught us some of the intricacies of Quickbooks as well... Justin, Andrew and myself are thrilled to be associated with them, and highly recommend them to other businesses and individuals who are looking to understand their taxes and maximize their earnings. All of this at prices that are reasonable and value that cannot be properly stated. Thank you Danny, Jennifer, and staff for all that you do.
Booker Walton IIIRECENT POSTS
Can You Really Deduct 100% of the Airfare with Only One Business Day on A Seven Day Trip to Paris?
When you travel to a business location where you spend the night, you are in travel status. But will the tax rules make this a business or personal night? The rules also affect your costs during the day. When you have an overnight business travel day, you generally...
Use a Single-Member LLC as a Tax-Smart Real Estate Ownership Vehicle
You’ll find much beauty and little beast in using a single-member LLC for your real estate ownership. Should you use a single-member LLC as a real estate ownership vehicle? That might be a very good idea. Under the so-called check-the-box regulations put out years ago...
Vacation Home Rental – What’s Best for You: Schedule C or E?
Do you have a beach or mountain home that you rent out? If the average period of rental is less than 30 days, you likely have a choice—either claim the income and expenses on Schedule C, or claim the income and expenses on Schedule E. When Is Schedule C a Good Choice?...
