We always use the words planning and preparation together when describing the services provided to our clients. The key element of the service is planning, for with the proper planning, the preparation of tax returns merely involves reporting the expected result. Our clients benefit from our expertise by calling us BEFORE they execute a financial transaction. That transaction may involve purchase, sale or merger of a business, property or security; or perhaps guidance pertaining to an upcoming retirement and related distribution of monies accumulated in a retirement plan maintained by their employer. Whatever the situation, we can evaluate the transaction in terms of the tax implications and how to best meet your financial objectives.
- Proper tax planning during the year to avoid April 15 “surprises”
- Lifestyle planning which considers practical and tax implications of transactions
- Advanced planning advice such as tax free exchanges
Obtain more information by e-mailing Irene Fasano.