Financial
Services
Key person
insurance, here’s how it works. A company purchases life insurance policy on its
key employees, this is usually the owner. The one whose death will sink the
company the purpose of key person insurance and help the company survive the
blow of losing the persons who make the business work.
Key Man Life Insurance
If you are a small business owner, Key Man
Insurance allows the company to recover if the President or Partner dies.
Theses policies often mean difference between the company surviving or closing
its doors.
Annuities
Unlike most other options for fixed income,
deferred annuities enable you to accommodate earning tax deferred Interest
income and not taxable until the income or withdrawn from the annuity. This
deferred tax feature allows for triple compounding. You earn interest income on
the original principal, interest on the interest earned, and interest on the
money you would have paid in taxes.
Offer in Compromise Many tax payers are in need of tax relief, Offer in Compromise gives you an opportunity to pay your taxes over time. It considers your ability to pay, your income, expenses, and asset equity.
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Income Tax
Federal, state, local and foreign tax returns.
Audit
Representation
I will
represent you before the IRS for tax returns. I have prepared for minimum fee.
Fee varies according to the complexity of the tax return.
Installment
Agreement
We can
negotiate installment agreements on your behalf, even if you are out of
state.
Collection Representative
I will work out payment arrangement with the IRS.
These arrangements can cover multiple years and can reduce the impact on your
household budget.
Life Insurance
Allows you to protect your love ones. It is an
excellent way to build wealth through a CASH value build up in the whole life
policies. Term products can be inexpensive and protect your family for a
certain number of years.
Prepare Tax Returns for 50 States
May
people have investments outside of their resident state. A return often times
is required since taxable income is generated. 3 Year Limit - Possible Refund If you have income that you did not report during a tax year, you have a 3 year time period to report it and get a possible refund.
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Individual
A core
specialty is the preparation of income tax returns for individual tax papers.
Our service include late and current filing, resident or nonresident issues.
Filing in all 50 states, prior or current year amendments.
Business
Small business
tax returns is a core service offered. Whether your company is a C corporation,
S Corp, Limited Liability Co, Partnership or Sole Proprietorship, a properly
prepared tax return can be filed.
Audit Representation
If you are audited, you want some one who has
experience in going to IRS or State Agencies. I represent individuals and
businesses on over 100 different tax situations.
Prior Year Return
The IRS offers at different times Amnesty
programs for taxpayers who have not file for multiple years. Social Security
benefits cannot be access if you have not filed tax returns.
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