What We Do:

INDIVIDUAL

With tax laws getting more complex every year, it only makes sense to utilize the services of a professional who knows how to get your tax bite down to the lowest possible level.

Don’t rely on your neighbor for tax advice unless your neighbor is a tax professional. We believe tax planning is an important part of quality tax preparation service, and will work with you during the year to pro-actively plan for any major events or financial transactions which could have potential tax implications (property sales, large gifts, marriage, divorce, etc.). Don't wait until after the fact when the planning options will be much more limited.
 
Should you require IRS or state tax representation, we can assist you with achieving the best possible outcome, and help settle your tax bill for a lower amount, if you qualify.

SMALL BUSINESS

You know how to run your business.  That is where you should expend your time and energy.  Leverage your time by utilizing a professional to prepare your taxes. Let us help you determine the proper form of business for your particular circumstances.

A sole-proprietorship, LLC, partnership or corporation all have unique advantages and disadvantages associated with them. We can guide you through the decision-making process. We will expertly prepare your business tax returns, taking into consideration all of the allowable deductions and potential credits available, and set up your required estimated tax payments.  Please call us during the year prior to acquiring any vehicles or large equipment.  There are opportunities for planning with regard to accelerated depreciation and tax credits, as well as financing options.  If you are seeking assistance establishing quality banking or professional relationships, we would be happy to assist in those areas.  We also offer QuickBooks consulting.

FIDUCIARY

Estates and trusts can be daunting and complex, often have numerous emotional issues surrounding them, and require special consideration.  We can work with you to make sure you are meeting all of your fiduciary responsibilities regarding tax filings and information disclosures to beneficiaries

We offer estate and trust tax preparation as well as estate planning services.
       
Please review your own will or living trust at least every three years, and more often if your situation changes (marriage, divorce, children, etc.).  If you don’t have a will or living trust, we strongly recommend that you have one prepared. These are legal documents, and are not to be taken lightly.  Their content will have a lasting impact on your loved ones. Dying intestate (not having a will or living trust) can have significant unintended consequences with regard to the disposition of your estate, not to mention making things much more expensive and complex for your heirs.

TAX ADVICE DISCLOSURE

To ensure compliance with requirements imposed by the IRS,

we inform you that, except to the extent expressly provided to the contrary, any federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or any applicable state or local tax law or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

David L Bandy CPA

669.888.3098

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