Tax Planning and Preparation
At RemyCPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date and can make sense of your receipts, bills and notices.
Business & Non-Profit Tax Services:
Income tax preparation (Form 1065, 1120, 1120S, 990, 990-PF, All States)
Income tax planning (Federal and State)
Estimated tax calculations
Payroll tax, wage and information return preparation
Entity selection
Merger, acquisition, and business succession planning
Cost segregation studies
Individual Tax Services:
Income, gift and estate tax return preparation
Income, estate and gift tax planning
Estimated tax and withholding calculations
Foreign bank and financial account/asset reporting
Accounting and Bookkeeping
Some clients want us to handle all the financial information so they can concentrate on their jobs, and other clients want us to fill in accounting gaps. Whether a client wants our assistance on a daily basis or only once a year, we are happy to work with that client and will fit our service to fit those desires. The extent of our involvement is up to our clients.
Our clients count on their books being done right, kept up-to-date and finished on time, every time. It's what we do.
Services offered:
Accounting system design and implementation
QuickBooks installation, set-up and support
Interim or part-time CFO
Preparing budgets, forecasts and projections
Full-charge bookkeeping
Payroll recordkeeping and reporting
Construction project accounting
Escrow trust account maintenance and reconciliation
Reconciling bank and other financial accounts
Financial statement preparation
Remote services available
Tax Resolution
If you owe back taxes, or if you have any contested matter before the IRS, civil or criminal, administrative or judicial, then we can help. We understand federal and state tax laws, which allows us to review your specific situation and quickly determine the best way to minimize or eliminate your potential tax liability.
Services offered:
IRS and State audit representation
Preparation of unfiled tax returns
Wage garnishment relief
Offer in compromise settlement
Installment agreements
Penalty abatements
Innocent spouse relief
Uncollectible status designation