Income Tax Planning
Frawley Financial Services,CPA in Naples, FL offering Individual tax returns include such forms as an 1040EZ, 1040 with schedule A (Itemized Deductions), B (Interest and Dividend, C -Business (Sole Proprietorship), schedule D (Capital Gains & Losses), Schedule E (Rents, Royalties, etc), and more. Whether you just have a simple 1040EZ or a 1040 with multiple schedules, we will take the time to understand your unique tax situation, and file your tax returns quickly, and accurately, with the tax planning goal of minimizing your tax liability both this year, and in future years.
INCOME TAX PLANNING
As a CPA, MBA, MSA with years of experience in both personal and business tax preparation (sole-proprietors, Partnerships, LLCs, Corporations and S-Corps), I offer a competitive advantage my financial planning 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 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 financial planner, the goal is to minimize your overall tax liability not only this year, but for years to come. RATES & OTHER INFO