Tax Planning minimizes the tax bite through efficient timing of income and deductions through through analysis of a financial situation. The tax plan ensures that all elements of the financial plan work together to minimize tax contributions.
Along with tax planning, our audit representation services eliminate the uncertainty and risk of an expensive audit process.
AND GIFT TAXES
Tax Forms 1041, 706, 709
We assist executors and trustees to meet their fiduciary responsibilities with respect to tax filing requirements. Our staff has over 20 years of experience with handling a wide variety of Trust, Estate and Gift tax matters including acting as trustee to ensure timely filings and distributions are handled accordingly.
PERSONAL OFFICE SERVICES
Bill paying services
Payroll clerks and reports for domestic employees
Bank statement reconciliation
Coordination and payment of nursing needs
Tracking tax deductions
Personal Financial Guardian® is a unique service of HayesHart CPAs Wealth Management Inc. — a comprehensive program of total wealth management to preserve and increase capital in pursuit of your life goals. It is a total solution that includes all aspects of your financial affairs for a preset annual fee.