Financial Harvesting® Tax Consulting & Returns
Over 500 CPA's and other tax professionals choose one of our related companies to do tax research for them. Here are some of the services we can provide:
Business Tax Consulting Services
Tax risk Analysis-Tax risks can have a big impact on your business and can drag down your entire business if not handled properly. We help you to see that both your tax planning and compliance needs are m
Tax Planning-Tax risks can have a big impact on your business and can drag down your entire business if not handled properly. We help you to see that both your tax planning and compliance needs are met. We can help you with every aspect of your business taxes whether you operate as a Sole Proprietorship, a C-Corporation, an S-Corporation, an LLC, a Partnership or a Trust. In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service.
Audit Representation-In the event of a tax audit, we are authorized to appear on your behalf before the Internal Revenue Service, the Franchise Tax Board and other states.
Business Tax Compliance Services
We can help you with every aspect of your tax preparation, including Individual, LLC's, Partnership and Corporate returns
Personal & Family Tax Services
Our Estate Tax Planning Services
Planning for ones estate is not a process that one usually looks forward to, but it is a necessary step in the Financial Sustainability Life-Cycle. Some of the fear associated with this process is due to the complexities involved with the process. In order to formulate an Estate Plan properly, the owner or other individual needs to identify their family needs and how to best meet those needs. He can do this by consulting with one of our financial/estate planners who will work to develop a plan that achieves his or her goals effectively and at the least cost.
We guide you through the complex process of getting your financial affairs in order so that the transfer of assets to your family or other beneficiaries is done properly. We can reduce or eliminate the tax due on the transfer of your business and other assets We work with attorneys who will help you to draft the necessary trust documents to avoid probate taxes. Specifically,
- We can help you to facilitate the orderly transfer of assets to your beneficiaries
- We can provide security for your surviving spouse.
- We can reduce or eliminate the tax due on the transfer of your business and other assets.
- We can provide business owners with business continuity and succession issues
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