Services
Since you pay taxes every paycheck, buy something, get gas, or every April 15th, don’t you need to find a way to pay less taxes? The Big Ape has put together a plan to help you all year, not just once or twice a year. The Big Ape is changing the way everyone should be doing their taxes. Big Ape has combined tax prep and tax planning together to better serve you. Set up an appointment with the Big Ape and find out what he is talking about.
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
I will thoroughly and conscientiously study your personal situation, and tailor my advice to your specific needs.
Business Consulting
As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. I can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. I am available to handle all estate and trust tax-related matters.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, I can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Management Advisory Services
My Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. I can provide support in business planning, mergers, acquisitions, and other advisory support. Contact my office to learn about the full range of services I provide.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, I can help you evaluate the available options. My focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, I will base my recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I am constantly identifying new ways to reduce federal, state or local tax liabilities.
Business Tax Planning & Preparation
Most business owners dream of financial freedom. But not all understand how tax planning paves the way toward that vision of success. With the tax code steadily getting more complicated and time a valuable commodity, we strive to make tax time fast, simple, and easy on you and your business.
Tax Projections
The last half of the year, it is a great time to evaluate your tax situation—both for this year and next. A crucial step in the evaluation process is having a tax projection completed. A tax projection is the process of preparing a pro-forma tax return based on actual year-to-date information and on forecasted information for the remainder of the year. In times such as the past several years where we’ve experienced complex and ever-changing tax laws, a projection also allows for careful analysis in terms of the impact of those changes on your personal situation.
A tax projection is like a scorecard for the year. Having one completed by the Big Ape will allow you to understand where you stand regarding potential refunds or balances owed. It helps to avoid unexpected results and unpleasant surprises at tax filing time. Paying estimated taxes may not be enough.
A tax projection can uncover opportunities. The projection will allow the Big Ape to understand what marginal tax bracket you will be subject to and whether you will be itemizing deductions or taking the standard deduction. For example, the results may lead to a recommendation that you consider a Roth IRA conversion or possibly the funding of a donor advised fund. Nobody likes to look back upon missed opportunities.
A tax projection is forward-looking (current year). A prepared tax return (previous year) is backward-looking. The Big Ape believes that forward-looking analysis through tax projections leads to better long-term financial outcomes because it places you in a position to proactively impact your situation. We strive to build out tax projections for multiple years at a time so we can readily see the results of decisions on both the current and future tax years to avoid unintended consequences. For example, you do not want to do something that saves you a small amount of tax this year at the cost of paying far more tax in future years.
A tax projection leads to communication. Communication is important because it allows both us, and you, to ask questions and share important information. Communication allows the Big Ape to more fully understand your situation and to learn of changes more quickly so that we can adapt and optimize.