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Tax Consulting |
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As a firm with a strong CPA background, our knowledge and training in tax matters and our awareness of developments and emerging issues enable us to suggest effective tax-planning techniques that often result in substantial tax savings. Similarly, we use our experience in tax return preparation to explore the many facets of personal finance, and for our entrepreneurial clients, running a business.
We offer our clients the following tax services:
- Tax Consulting
- Personal Tax Planning
- Business Tax Advice
- Representation Before Tax Authorities
- Additional Tax Services
Tax Consulting
JLFranklin's tax consulting services include a wide variety of offerings, including stock-option planning. We can help you with the analysis of the tax and cash-flow consequences of exercising stock options, and with deciding whether to sell or hold a stock. We can provide assistance with the tax aspects of investment opportunities, including the timing of sales and purchases. Additionally, we provide income- and estate-tax counseling with respect to the financial settlements resulting from separation and divorce. We also provide advice on the tax effects of transfers of ownership among family members in a business.
Personal Tax Planning
As financial planning experts, we can develop strategies to meet the long-term needs of you and your family. Our expertise and in-depth understanding of complex tax rules and regulations can help you improve your tax position and realize significant tax savings. We have the knowledge to assist in developing an appropriate estate plan that builds and preserves assets while minimizing estate and inheritance taxes.
Business Tax Advice
There are tax implications to most business decisions. Whether you've just started a small business or have been in business for years, we encourage you to consult with us to discuss strategies to reduce your taxes while your business operates efficiently. We also offer advice on the tax effects of various types of business organizational structures, such as a sole proprietorships, partnerships, or corporations.
JLFranklin Wealth Planning offers sound tax and accounting advice in connection with the organization, purchase, sale, or merger of a business. We advise business owners on how best to establish pension and profit-sharing plans, and how to prepare tax reports for such plans.
Representation Before Tax Authorities
At JLFranklin, we stand by our clients. If need be, we will appear on their behalf before state and federal tax authorities. We will serve as a personal representative, reply to correspondence concerning tax returns, and provide explanations, schedules, and other documents in tax examinations, as needed.
Additional Tax Services
A CPA should be an important part of your professional advisory team. A CPA's advice is also needed for special projects. For example, in a pension and profit-sharing plan engagement, the CPA will work with actuaries, attorneys, insurance company representatives, trustees of the plan, and investment counselors.
Whether you're concerned about your personal tax return, looking at your company's finances, or assessing your financial goals, we at JLFranklin Wealth Planning are trained professionals who can give you sound advice.