Each situation is unique.
Each of us is in a different place both personally and professionally.
Some of us are concerned about trying to accumulate growth and are therefore concentrating on increasing deductions, reducing expenses, and attempting to determine how to appreciate assets. Others are looking forward to retirement and are focused on developing an exit strategy.
The professionals with James Moore understand that effective tax preparation and planning can help you minimize future tax liability.
With the goal in mind, we guide our clients through tax planning and strategies in an effort to maximize cash flow and keep them on track to meet their financial goals. We do this through staying abreast of tax law changes, including those addressed through the American Tax and Relief Act of 2012. We understand how the latest federal, state and local tax legislation directly affect your financial reporting requirements and assist clients in staying in compliance with the various filing requirements. Some of the services we provide include:
* Tax Preparation & Planning – Individual, Businesses, Nonprofit, Estates & Trusts
* State & Local Tax Issues
* Estate, Trust & Gift Planning
* International Business & Individual Services
* Entity Selection/Restructuring
* Financial & Wealth Management
* Executive Services
* Tax Controversy Representation with IRS & State Tax Agencies
* Business Valuations
* Succession Planning
No matter where you are there are opportunities available. Contact the professionals at James Moore to begin capitalizing on your unique situation.
Our 2016-2017 Web Tax Guide is now available! Click HERE to access.