Gillard Financial Solutions

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Investment Advisory Service, Accountants-Certified Public, Financial Planners

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(407) 877-6887Call Visit WebsiteVisit Website Map & DirectionsDirections114 Pennsylvania AveWinter Garden, FL 34787 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Winter Garden with Investment Advisory Service

Ocoee (4 miles)
Oakland (5 miles)
Killarney (7 miles)
Gotha (7 miles)
Windermere (9 miles)
Montverde (10 miles)
Clarcona (10 miles)
Ferndale (14 miles)

More Info

Extra Phones

Phone: (407) 877-8443

Fax: (407) 877-8443

Neighborhood

AKA

Gillard, Dennis R, CPA

Gillard Financial Solutions, LLC

Dennis R Gillard CPA

Other Links

http://www.gillardfinancial.com

http://www.gillardfinancial.com/contact.php

Categories

Investment Advisory Service, Accountants-Certified Public, Financial Planners, Financial Planning Consultants, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (407) 877-6887

Address: 114 Pennsylvania Ave, Winter Garden, FL 34787

Website: http://www.gillardfinancial.com

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Gillard Financial Solutions

Tax Planning
This segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
Estate Taxes
Tax Services
Not particularly liking the northwest either, Mike returned home to Chico just long enough to pass another bar exam, and then headed to the east coast. For more than a decade, Mike's concentration was on tax resolution work, negotiating with the IRS on behalf of taxpayers to pay or reduce their outstanding tax balances. Since 2016, Mike has been a part of the team at Gillard Financial Solutions, LLC, where his focus has been on the needs of small businesses, primarily their tax preparation and acounting. In 2021, Mike became a licensed CPA here in Florida, his home since 2011.
Form 1065
Calendar-year partnerships: File a 2023 income tax return (Form 1065 or Form 1065-B) and provide each partner with a copy of Schedule K1 (Form 1065) or a substitute Schedule K1 or request an automatic six-month extension (Form 7004).
Tax Deductions
QBI may sound like the name of a TV quiz show. But it's actually the acronym for "qualified business income," which can trigger a tax deduction for some small business owners or self-employed individuals. The QBI deduction was authorized by the Tax Cuts and Jobs Act (TCJA), and it took effect in 2018.
Income Tax
If you're like many Americans, your mailbox may have been filling up in recent weeks with letters from your favorite charities acknowledging your 2023 donations. But what happens if you haven't received such a letter for a contribution? Can you still claim a deduction on your 2023 income tax return for the gift? It depends.

Mutual Funds
SEPS don’t require the detailed records that traditional plans must maintain. Also, there are no annual reports to file with the IRS, and the recordkeeping that is required can be done by a trustee of the SEP-IRA, usually a bank or mutual fund.
Wealth Management
Financial Implementation - Financial implementation is the action side of wealth management. Once the plan is established, various actions must be taken in order for your plan to become a reality. We, along with your team of advisors are ready to maximize your financial success.

Accounting Services
Bookkeeping by us - Maintaining an up to date and reliable set of financial records can be demanding, time consuming, and overwhelming. This is the kind of task you should give serious consideration to outsourcing. Let our experienced and skillful staff help you improve your profits by keeping your books current and in good order through our write up services.
Payroll Services
Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
Bookkeeping Services

Financial Planning
Dennis is a member of the AICPA ( American Institute of Certified Public Accountants), FICPA (Florida Institute of Certified Public Accountants), and Kingdom Advisors. He is an Investment Advisor Representative and Wealth Advisor with Beacon Wealth Consultants, Inc. Financial Planning & Investment Advisory services are offered through Beacon Wealth Consultants, Inc., an Investment Advisor registered with the US Securities and Exchange Commission. Dennis is a member of the Rotary Club of Winter Garden, and treasurer of the Winter Garden Heritage Museum
Retirement Planning
Long Term Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.
Asset Management
401(K) Asset Allocation - Decisions required for participation in many employer retirement plans can be confusing. With our 401(K) Asset Allocation solution we can help you remove this mystique and make a sound asset allocation that matches your goals, risk assessment, timeline, and minimize overlap.

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