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Certified Public Accounting
Accounting ServicesWe offer the full range of other accounting services to help keep your business running smoothly. Our bookkeeping services include Monthly Financial Statements, Bank Reconciliations, Computerized Transactions Journal and Ledger, Payroll, Financial Graphs and Budgets. We realize that most small businesses can not afford a full-time accountant but still need the expertise at times. We are there when you need us!
Financial PlanningAs personal financial planning advisors, we help business owners make the right financial planning decisions by analyzing their overall financial and tax situations, helping them devise estate plans and plans for retirement, and assisting them in risk management, insurance planning, and developing investment philosophy, among other things.
Retirement PlanningThe IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.
AnnuitiesNote: Giving up your U.S. citizenship doesn't mean giving up your right to receive social security, pensions, annuities or other retirement income. However, the U.S. Internal Revenue Code (IRC) requires the Social Security Administration (SSA) to withhold nonresident alien tax from certain Social Security monthly benefits. If you are a nonresident alien receiving social security retirement income, then SSA will withhold a 30 percent flat tax from 85 percent of those benefits unless you qualify for a tax treaty benefit. This results in a withholding of 25.5 percent of your monthly benefit amount.
Long Term CareThere are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid, or obtain long-term care insurance.
College FundingTax-deferral can have a dramatic effect on the growth of an investment. With a state-sponsored 529 College Savings Plan your contributions can grow tax-deferred (some states allow contributions to be partially or completely deductible) and distributed income tax-free as long as distributions are used for qualified education expenses such as tuition, fees, room and board at higher education institutions.
Mutual FundsIt may surprise you how sales charges, management fees and lost opportunity cost can erode the total return on your mutual fund.
Tax PlanningTax planning is a process of looking at various tax options in order to determine when, whether and how to conduct business and personal transactions so that taxes are eliminated or considerably reduced. This article explains 3 different tax planning strategies for small business owners.
Charitable GivingIf you have numerous itemized deductions such as mortgage interest, charitable contributions, etc., it may make sense for you to itemize your deductions instead of using the standard deduction for your tax filing status.
IRS RepresentationAs a valued client we will be available to you in dealing with the IRS and other taxing authorities. We will represent you and assist you in preparing for audits and appeals conferences. We also provide expert counseling on technical tax issues, penalty assessments, and negotiations to resolve payment of tax deficiencies.
Tax ServicesWe provide a full range of Payroll and Employment tax services including Payroll Check Preparation; After the fact Payroll registers; Withholding calculations; Computation of required tax deposits; Preparation of all required employment tax forms including quarterly reports, annual reports and W-2's. The laws relating to employment tax compliance and reporting are very strict and carry substantial penalties. We relieve you of these tedious duties through our professional Payroll and Employment Tax Service.
Roth IRAMany factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA - tax filing status, your current earned income level and whether or not you participate in a retirement plan at work.
Tax DeductionsWouldn't it be great to turn your vacation into tax deduction? All you need is a little advanced planning and to listen to Art's intriguing example trip to see how he pulls it off.
Income TaxConsideration of NUA strategy is important if you are distributing highly appreciated employer securities from your prior employer's qualified plan, such as 401(k). Cost basis, the value of the employer contribution on your behalf is subject to ordinary income tax upon distribution.
Tax DeferralUnlike a taxable account, a fixed annuity enjoys the benefits of tax deferral. In addition, many annuity companies offer a higher first year bonus rate. To be able to offer these higher rates companies typically require you to keep the funds invested for a period of time or suffer a surrender penalty for early withdrawal.
Tax Return Preparation
Disclaimer: YP recommends that you always check with the business for pricing and availability of products and services. Although YP believes this information to be correct when posted, it is always subject to change by the business, so YP cannot guarantee the current accuracy of any product, service, inventory or pricing information shown here. YP’s display of a products or services list for a business does not imply any affiliation with, endorsement of or sponsorship between YP and either the listed business or any of the products or services included on such list.
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