Income Tax Planning
Expert CPA tax planning, and tax preparation for both individuals and businesses. Tax planning is a crucial part to any financial plan, and as both your Certified Financial Planner™, CFP®, and Certified Public Accountant, CPA, I am in a unique position to understand not only the small details, but also the broader financial landscape and time horizons, minimizing your tax liability both in the current year, and years to come. Located in Naples, FL, and serving clients nationwide remotely.
INCOME TAX PLANNING
As a CFP®, CPA, MBA, MSA with years of experience in both personal and business tax preparation (sole-proprietorships, Partnerships, LLCs, Corporations and S-Corps), I offer a competitive advantage my financial advisor peers simply cannot match. I understand the importance of developing both long-term and short-term tax planning strategies, and can seamlessly integrate your tax preparation into an comprehensive financial plan, while saving you money. Whether you want to do a §1031 tax deferred exchange, need to meet FBAR reporting requirements for foreign account holdings, or are an active partner in one firm, while your spouse has her separate LLC, elected to be taxed as an S-Corp- I have you covered. Do you own multiple Schedule C (or other entities), as well as a dozen rental income properties? The more the merrier.
I am experienced with restricted stock options, recommending §83(B) elections as appropriate, as well as advising clients on the correct timing and disposition of incentive stock options (ISOs), as well as non-qualified stock options (NQSOs). I'm a rental property guru (including planning for §1250 recapture), home office deductions, and much more. As your CPA and Certified Financial Planner™, I take the time to thoroughly understand your unique tax situation, and I get both the big picture, as well as the minute details. By getting to know you and understanding your goals, I can better advise you concerning your decisions, which may have significant tax consequences. If you need to liquidate assets for a major purchase or life event, I will help you determine the best choice given the circumstance and your asset portfolio. As your CPA and CFP®, I will minimize your overall tax liability not only this year, but for years to come. RATES & QUALIFYING