Tax Services

TAX DEPOT, LLC offers a full range of cost effective Tax Services including:

  • Tax Planning & Return Preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, Trusts & Gift Planning
  • Not-For-Profit Organizations
  • Taxing Authority Representation
  • Divorce and Support Issues
  • Tax Effects of Buying/Selling a Business

 

Tax Planning & Preparation

Tax planning and preparation are an intricate part of the success of our individual and business clients.  Our experienced staff can develop tax strategies that take advantage of new and existing tax laws and legislation.  TAX DEPOT, LLC strives to take a proactive approach toward minimizing your tax liability

TAX DEPOT, LLC offers a full range of cost effective consulting services including:

·         Starting up a New Company

·         Accounting Software Selection and Implementation

·         Type of Entity Selection

·         Business Valuations

·         Buying/Selling a Business

·         Financial & Retirement Decisions

·         Estate, Trust & Gift Planning

·         Cost Analysis

·         Budgeting

·         Business  Plan

·         Buy/Sell Agreement

·         Insurance

·         Debit Financing

·         Continuation Planning


IRS Representation

Through our years of experience dealing with many taxing authorities, TAX DEPOT, LLC has achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.  We also know our limitations and will refer you toward legal advice when appropriate.

Accounting Services

TAX DEPOT, LLC offers a full range of cost effective accounting services including:

  • General Ledger & Financial Statement Preparation
  • Bookkeeping (Monthly/Quarterly/Annually)
  • Accounting System Setup
  • Computerized Payroll Services (including tax reports)
  • Business Tax Return Preparation (sales and use & property tax reports)
  • Personal Financial Statements
  • QuickBooks Pro Training and Support

Financial Planning

 

Working with our financial associates we can help you create a financial plan that will weather all types of financial markets.  Proper investment, insurance, retirement, estate, and business planning will be crucial as you progress throughout your life.  Everyone wishes to achieve financial independence but without a plan or road map, most cannot find their way.

 

We at TAX DEPOT, LLC, listen carefully and then assist our clients in developing an individualized approach to financial planning.  Our advisors take into consideration time constraints, client's goals, age, risk tolerance and size of the investment portfolio.

TAX DEPOT, LLC offers a full range of Financial Planning services including: 

  • Investments
  • Insurance
  • Retirement Planning
  • Pensions
  • Simple Plan
  • 401 K
  • Simplified Employee Pension Plan (SEP)
  • Tax Planning
  • College Planning
  • Estate Planning (Business & Personal)
  • Wills
  • Living Wills
  • Power of Attorney
  • Flexible Spending Plan
  • Debt Financing
  • Loan Packages

 

 

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