Tax Services in Naples,
Marco Island and Beyond
Tax Service Experience since 1958. Let us give you the help you need and deserve.
Since 1958, we have been providing tax services to individuals (both US and foreign citizens), businesses, estates, and trusts. Your tax liability is something you should think about more than once a year. Our strategic tax planning services can enable you to make better ongoing individual and business decisions, maximizing both your after-tax cash flow and profits.
Our client situations are as unique as the individuals we represent. Are you a sole-proprietor; have you sold your home or investments; do you own rental property; do you have cancelation of debt; do you have high medical expenses and more? Preparing your federal income tax return is a specialty, and our tax professionals are trained to assist you: our goal is to minimize your tax liability and maximize your wealth, and we will examine every opportunity to help make that happen for you.
Did you know that in certain cases involving business interests or assets in a state other than Florida you may be required to file a non-resident return for that state? If you think this may be you, rest assured that we will file the correct returns for your circumstances. Speak to one of our tax consultants today!
Whether you file as an S-Corporation, C-Corporation, LLC or Not-For-Profit, our professionals will prepare your business’s federal, state and local returns. Our strategic tax planning services can enable you to make better ongoing business decisions, maximizing both your after-tax cash flows and profits. Speak to one of our tax consultants today!
Estates and Trusts
Estate and trust tax planning and preparation are some of the most important aspects of personal financial management. Thoughtful planning and preparation helps to preserve, protect and enhance your financial legacy. In short, it ensures that your heirs benefit from your lifetime efforts.
We have extensive experience in the preparation of fiduciary income tax returns for probate estates, simple and complex trusts, and charitable remainder or lead trusts. In addition, we prepare estate tax returns as well as gift tax returns. Often, we work in cooperation with your attorney or trust company. However, we can also work directly with individual executors and trustees to apply our knowledge of the fine points of the estate and trust tax law.
Effective tax planning facilitates the orderly transfer of assets to your beneficiaries. It minimizes taxes and provides security for your surviving loved ones. We bring you and your beneficiaries experience and compassion when dealing with the complexities of tax planning both before and after death. As your tax advisor, we will provide timely advice as to when, how and to whom trust or estate income and principal should be distributed. Speak to one of our tax consultants today!
As the world gets smaller, the global economy gets bigger – and your business can grow with it, with the right planning and practices in place. Whether you need review and advice on inbound transactions, foreign investment, or joint ventures, we have experienced professionals in the international area. We can review your business and help you prepare informational returns for foreign-owned US companies. Speak to one of our tax consultants today!