Dedicated Financial Support for Businesses and Individuals
Todd’s Accounting Services was built on providing high-quality accounting, bookkeeping, and tax services to small businesses and individuals. This firm takes great satisfaction in working one-on-one with local business owners to manage their accounting, save them money on taxes, and help them reach their financial goals.

When you choose this company, your business will be in good hands. The firm listens and learns about your business to provide accounting and tax planning strategies that will preserve resources and increase profits. A package of accounting services is thoughtfully designed around your needs, with personalized support and advice always available.

Running a successful small business has many challenges, but managing finances doesn’t have to be one of them. This Miami accounting firm specializes in helping small business owners from a wide range of industries manage their tax, accounting, and financial needs. Todd’s Accounting Services offers payroll, tax planning, QuickBooks training, outsourced accounting options, and delivers timely financial statements.

Proactive Tax Planning Strategies
Proactive planning is key to managing tax liabilities for both businesses and individuals. Start planning your tax strategy today by working with this highly experienced Miami, FL accounting firm. This group is constantly studying the tax code and developing new techniques to save clients the most money on taxes.

At Todd’s Accounting Services, tax planning services are offered for businesses at every stage. For new business start-ups, implementing the right tax strategy at the outset can make a significant difference in profitability. The firm creates short and long-term tax plans that encourage sustainable profitability and growth. For mature businesses, the current structure is reviewed, and any necessary changes are implemented to increase profits, ensuring businesses are positioned to take advantage of all tax deductions allowed.

Specific tax planning services include:
– Strategic business tax planning
– Tax planning for individuals
– Alternative minimum tax planning
– Multi-state tax planning
– Business succession planning
– Trust and estate planning
– Tax planning for non-profit organizations

Specialized Industry Expertise
Todd’s Accounting Services has experience working with diverse businesses that require a variety of specialized accounting and tax solutions. Its skills allow it to consult on various industry-specific issues like tax compliance, budgeting, and new business advisory. The firm cares about each client, staying on top of industry trends and issues to provide the highest level of service and best financial advice available.

Dependable accounting and bookkeeping services are offered to all kinds of small businesses, with special support for the industries listed below.
– Online Businesses: This firm helps manage cash flow and expenses with a full range of accounting and bookkeeping services for online businesses.
– Professional Athletes: Royalties are accurately tracked, tax liabilities are limited, and accounting needs are cared for, including for coaches and trainers.
– Real Estate: When this group handles accounting and tax planning for real estate agents, developers, investors, brokers, and property managers, they typically see increased profits.
– Restaurants and Bars: Restaurants, bars, and franchises utilize the firm’s accounting services so they can concentrate on serving their customers.
– Technology Firms: Technology accounting services from this firm aim to limit taxes and boost profits for hi-tech startups and established IT companies.

Strategic Tax Planning for Significant Savings

Sexton & Schnoll helps clients break free from high taxes by finding legal tax loopholes that lead to substantial savings. This firm proactively plans throughout the year to effectively manage tax burdens, aiming to save clients the most money on their taxes. You can rely on this group to stay current with tax code changes, ensuring no opportunity for savings is ever missed.

This company understands that successful small businesses and entrepreneurs often face high taxes that can hinder growth and personal prosperity. Sexton & Schnoll offers solutions to significantly reduce taxes and foster wealth through proactive tax planning. Their highly effective methods can save clients thousands of dollars each year, identifying hidden deductions, tax credits, and tax loopholes.

Expertise as Certified Tax Planners

Sexton & Schnoll has developed expertise in strategic tax planning as a Certified Tax Planner with the American Institute of Tax Planners. This unique training provides a structured process to leverage the tax code to your advantage, legally and ethically reducing tax obligations. A Certified Tax Planner is specially trained to dramatically reduce tax obligations by utilizing tax deductions and identifying loopholes.

The firm employs a holistic approach, analyzing your complete financial picture, including past tax returns, business objectives, and investment goals. This comprehensive review helps pinpoint the most effective tax strategies to maximize savings. Sexton & Schnoll then designs a complete plan to limit income taxes and boost business profits, fine-tuning it as tax laws evolve to improve revenues and limit tax exposure.

Proactive Tax Reduction Methodologies

Tax planning at Sexton & Schnoll is proactive, setting tax reduction strategies into motion throughout the year to manage liabilities and ensure year-end savings. Unlike some accountants who only contact clients annually, this firm maintains regular communication to guide financial decisions with tax consequences, preventing surprises at tax time. They diligently scour the tax code for every deduction, break, and incentive to legally reduce taxes and provide higher savings.

Certified Tax Planners, such as those at Sexton & Schnoll, are equipped with advanced training to lower taxes through various methods. These include identifying legal tax loopholes, implementing income and expense shifting strategies, and utilizing passive loss strategies involving losses and credits. The firm also offers specialized real estate tax planning and investment strategies designed to lower taxable income.

Who This Firm Serves

As a Certified Tax Planner, Sexton & Schnoll focuses on high net worth households, understanding that the more you earn, the more valuable their services become. This firm’s tax planning services are highly effective for successful businesses generating more than $250,000 annually. They also provide comprehensive tax strategies for doctors, dentists, and accomplished medical professionals, designed to build wealth and minimize effective tax rates.

For high net worth individuals, families, entrepreneurs, and business owners, Sexton & Schnoll offers creative tax solutions to preserve assets. They work collaboratively to define personalized plans that minimize overall tax burdens. Additionally, this group provides proactive tax planning specifically designed to enhance income for professional athletes making over $1,000,000 each year.

Discover Your Tax Savings Potential

If you are tired of receiving bad news at tax time and feel overwhelmed by your tax burden, you need hard-hitting strategies to reduce taxes and preserve wealth. Sexton & Schnoll, leveraging its unique skills and experience as a Certified Tax Planner, identifies tax loopholes that bring significant year-end savings. The firm will craft a game plan to legally and effectively minimize your tax obligations, allowing you to pay less in taxes and retain more of your income. Contact Sexton & Schnoll today to request a free consultation and learn how working with a Certified Tax Planner can make a significant difference to your bottom line.

A Proactive Approach to Tax Planning

Lynco Financial & Tax Services, Inc. specializes in saving clients thousands of dollars annually by preventing unnecessary tax payments. The firm holds the distinguished Certified Tax Planner & Certified Tax Coach designations, signifying a deep expertise in advanced tax planning strategies. This expertise allows the group to uncover tax credits, deductions, and loopholes that are often missed by traditional CPAs, accountants, or Enrolled Agents.

This company focuses on proactive, year-round tax planning techniques. Rather than simply crunching numbers for compliance, this approach capitalizes on the extensive tax-saving resources within the United States tax code. Clients benefit from remarkable tax savings, ultimately paying the least amount of taxes allowable by law.

The Certified Tax Planner & Tax Coach Advantage

Certified Tax Planners are recognized for tax planning excellence, financial expertise, and superior customer satisfaction. This elite network of tax professionals completes an intensive, three-day exclusive training academy. They must also commit to 24 additional hours of specialized continuing education in proactive tax planning each year.

The American Institute of Certified Tax Planners (AICTP) is an independent, non-profit organization. It is responsible for educating and certifying tax professionals in proactive tax planning and compliance principles. The AICTP maintains a strict Code of Ethics to ensure the highest standards of integrity and excellence among its members.

Navigating Tax Complexity

The U.S. tax code is notoriously complex, spanning over 67,000 pages and including an estimated 1,638 different tax forms. The IRS estimates that average taxpayers spend 37 to 80 hours annually preparing their taxes, with these hours increasing drastically for higher earners. While many accountants focus on compliance, they often miss significant tax-saving opportunities.

The United States Government Accountability Office (GAO) indicates that taxpayers collectively overpay $1 billion each year by missing potential tax reduction opportunities. Lynco Financial & Tax Services, Inc. addresses this by focusing on strategic tax planning. The firm’s advanced training helps lower taxes and increase wealth.

Your Personalized Tax Strategy

To begin, clients meet with a Certified Tax Planner & Certified Tax Coach who reviews their current financial situation and future goals. This initial consultation helps determine the most suitable Proactive Tax Strategy program. Following this, clients complete a brief questionnaire, providing essential information about their tax returns, company, finances, and business.

Lynco Financial & Tax Services, Inc. then designs a customized Proactive Tax Strategy. This involves approximately two weeks of research, culminating in a phone call to review the plan. Clients receive a written summary of their strategy, and a follow-up call two weeks later helps answer questions and assists with implementation.

Comprehensive Tax Reduction Methods

This company’s proprietary plan is designed to minimize IRS liability by mastering the nuances of tax law and staying current with changes. Planning is key to valuable tax savings, helping clients plan for greater income through year-long implementation of strategies. Clients can move income into lower tax brackets, shift income or expenses to different years, defer tax liability through investments, or avoid tax liability at federal and state levels.

The firm helps clients increase tax deductions by purchasing things they enjoy. These strategies allow clients to benefit from the growth and savings of their assets, reduce taxes on investments, keep more of their income, and defer income. They also help clients understand estate taxes for family wealth preservation, maximize giving potential, and plan for retirement in ways that benefit them most.

Clients often experience significant tax burden relief, time savings, and peace of mind. The fees for this tax planning service are frequently offset by the reduced tax liability clients enjoy through legitimate tax savings strategies. Lynco Financial & Tax Services, Inc. aims to help individuals keep more of what they make and save more of what they keep.

The firm employs tax reduction strategies throughout the year, unlike many accountants who connect with clients only once annually. This proactive approach ensures continuous guidance for financial decisions that impact taxes. Examples of specific strategies include leveraging loopholes, income and expense-shifting strategies, passive loss strategies, real estate tax planning, and investment strategies to lower tax.

Business Tax Planning Services

Fredrick James Tax, Accounting & Consulting offers comprehensive business tax planning services to help companies avoid unexpected tax liabilities. This company’s services include consulting and planning to help businesses navigate federal income tax regulations. Proper planning throughout the year can prevent surprises at tax time.

This group helps new businesses establish a solid financial foundation by carefully considering tax implications from the outset. The firm emphasizes the importance of proper business structuring and timely tax payments to avoid potential IRS issues. Consulting with Fredrick James can minimize tax burdens and ensure compliance.

Tax Planning for New and Established Businesses

Choosing the optimal tax entity is crucial for new businesses. Each entity type has unique tax structures and filing requirements. The firm assists clients in selecting the most beneficial structure for long-term tax advantages. This company also assists with the filing process, ensuring accuracy and compliance.

Fredrick James provides effective business tax planning strategies that lead to accurate estimated tax payments, reduced income taxes, and improved cash flow management. The firm offers expertise in S Corporation/Partnership tax planning, assisting clients in understanding how income changes affect individual tax returns. There are many other benefits from executing tax planning throughout the year.

Personal Tax Planning and Retirement Services

Beyond business planning, Fredrick James offers comprehensive personal tax planning services. This includes advice on major purchases, retirement planning, and inheritance tax minimization. The firm helps clients maximize tax benefits and accurately report income.

The company’s tax planning experts provide year-round guidance and support. Fredrick James offers peace of mind, ensuring accurate filing and maximizing tax benefits. Decades of combined experience enable the team to provide valuable advice for reducing future tax liabilities.

Retirement Planning and Financial Strategies

The firm helps clients navigate retirement planning, providing expert guidance on various financial options and their tax implications. Fredrick James assists with 401(k), IRA, and Roth IRA planning, offering tailored strategies to achieve financial goals. This company aims to provide peace of mind by addressing clients’ retirement needs.

Comprehensive Tax and Retirement Planning Services

Fredrick James offers a wide range of services, including income tax planning, retirement planning, general tax advice, personal investment strategies, and estate and gift planning. Additional services include handling tax implications of property transactions, wills and trusts, and charitable giving. The firm also offers assistance with filing old tax returns and resolving tax payment issues. Specific services include dealing with foreclosure tax issues (1099-A), education tax credits, injured spouse tax allocation, employee withholding consulting, self-employed tax planning, and rental real estate property tax planning.

A Proactive Approach to Your Financial Success

Wave Tax & Financial Solutions helps businesses discover the power of having the right financial information. This company helps businesses avoid financial problems before they become major issues. The firm also helps identify opportunities for rapid growth that may otherwise be missed. This group focuses on what is possible when you have expert financial guidance, not just what’s currently in the bank.

Comprehensive Tax Planning Services

The firm offers expert tax preparation and planning services. Wave Tax & Financial Solutions helps clients navigate their tax options. This company’s tax professionals master the nuances of tax law and stay updated on changes affecting tax returns. This group’s planning aims for valuable tax savings and increased income.

Minimizing Your Tax Burden

Wave Tax & Financial Solutions helps clients pay the least amount of taxes legally allowed. The firm helps clients minimize their tax burden through strategic planning. The company’s proprietary plan minimizes IRS liability. This approach involves implementing tax savings strategies throughout the year.

Strategic Tax-Saving Strategies

Wave Tax & Financial Solutions offers numerous strategies to reduce your tax burden. These strategies include shifting income and expenses to different years, using various investment options to defer or avoid tax liability, and increasing deductions. The company also helps clients move income to lower tax brackets and understand estate tax planning. These strategies help clients keep more of their earnings and maximize giving potential.

Client Benefits

When you become a client of Wave Tax & Financial Solutions, you receive a tax planning service that pays for itself. Most clients experience tax burden relief, save time, and gain peace of mind. This company helps clients benefit from asset growth, reduce taxes on investments, and plan for retirement strategically. The firm helps ensure that families keep more of what they earn.

Proactive Tax Strategies for All

Carmen M Peters, MST, CTS, CPA offers proactive tax strategies designed to help you keep more of your earned money. This company helps clients plan for the future, maximize tax deductions, and stay organized. The firm’s goal is to help you transition from reactive tax preparation to proactive tax planning. Working with a trusted advisor is key to achieving your financial goals.

Significant Tax Savings and Personalized Plans

Many successful business owners struggle with high taxes. This group provides solutions to reduce your tax burden and improve your financial health. They save clients thousands of dollars annually by utilizing advanced tax planning techniques. This company’s personalized approach considers individual needs and circumstances, resulting in an average return on investment exceeding 150%.

Proven Tax Planning Expertise

For over 20 years, the firm has provided accounting and compliance services. Carmen M Peters, MST, CTS, CPA, however, focuses on strategic tax planning. This company utilizes a proactive approach, working with fewer clients to provide more personalized attention and strategic planning. This dedicated approach allows for stronger client relationships and more effective tax reduction strategies.

Addressing Your Tax Challenges

This company helps clients facing various tax challenges. They assist those paying over $50,000 in taxes, those who suspect they are overpaying, and those lacking control over their business finances. The firm focuses on reducing the percentage of income allocated to taxes. They offer solutions to help you regain control of your finances.

Uncovering Hidden Savings

Carmen M Peters, MST, CTS, CPA employs specialized techniques to significantly reduce your federal and state taxes. This company uncovers hidden deductions, identifies tax loopholes, and leverages little-known tax credits. They work within legal and ethical boundaries to minimize your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create highly effective tax plans.

Understanding Your Tax Burden

Shah & Associates CPAs PA helps businesses understand their tax liabilities. This company focuses on tax savings, not just compliance. They emphasize discovering how much you can save, rather than simply how much you owe. This approach is a key differentiator.

A Free Tax Assessment

A free tax assessment is offered. This review includes examining prior-year returns for potential overpayments. The assessment also highlights often-missed business deductions and explores various tax-saving strategies. An estimate of potential tax savings is provided.

Expert Tax Planning Strategies

Anshul Shah, CPA and tax planning expert, leads the firm. With over a decade of experience and significant investment in tax planning expertise, this group serves over 750 businesses. Their services range from basic to advanced tax planning strategies.

Tax Preparation vs. Tax Planning

Shah & Associates CPAs PA distinguishes between tax preparation and tax planning. A tax preparer focuses on compliance. A tax planner, like this company, actively seeks legal strategies to minimize tax burdens. This firm prioritizes proactive tax planning.

Specific Tax Strategies Offered

The firm offers various tax strategies, including those related to home office deductions, business vehicle leasing, dependent children employment, and LLC, C-corp, and S-corp structure optimization. They also address social security and Medicare taxes, estate tax planning, and various deductions (e.g., depreciation, entertainment, commuting, and more). Advanced strategies are detailed in their e-book.

Proven Tax Strategies to Reduce Your Tax Burden

Medley Financial Services offers proven tax strategies designed to lower your tax exposure and increase your personal wealth. This company employs Certified Tax Coaches, experts with advanced training in proactive tax planning. Their approach focuses on minimizing tax obligations, unlike traditional tax preparation services. This proactive approach helps clients legally reduce their tax burden and maximize financial gains.

How Medley Financial Services Can Help You Pay Less in Taxes

This group specializes in helping business owners, entrepreneurs, medical practices, law firms, real estate agencies, and high-net-worth individuals. They offer personalized tax strategies to save clients thousands. The firm’s expertise lies in utilizing federal and state tax credits, deductions, and loopholes. They go beyond standard tax preparation, actively seeking tax savings opportunities.

Specialized Services for Various Industries

Medley Financial Services offers in-depth knowledge of law firm accounting and legal tax loopholes for law firms. For medical practices, the firm provides methods to minimize taxes and increase personal wealth. Real estate agencies benefit from specialized services designed to maximize profits and reduce tax burdens. These specialized services reflect the firm’s deep understanding of each industry’s unique financial needs.

Tax Planning for Small Business Owners

Small business owners can benefit greatly from proactive tax planning, rather than simply reacting to tax season. The firm’s Certified Tax Coaches possess the skills to mitigate tax obligations and boost personal and business income. Medley Financial Services constantly studies the tax code to develop new techniques for maximizing tax savings. They provide a comprehensive tax strategy roadmap to reduce your burden and increase wealth.

The Medley Financial Services Approach to Tax Planning

The firm begins by learning about your financial situation through a consultation and questionnaire. Past tax returns are reviewed. Extensive research is conducted, exploring various options to reduce your taxes. Finally, a personalized Tax Strategy is delivered, outlining the plan for minimizing your tax liability and maximizing your financial well-being. Schedule a free consultation to discuss your unique situation.

Tax Strategies for Real Estate Investors & Business Owners

Ana B Garcia, CPA offers expert tax advice designed to save clients money, time, and stress. This company understands the complexities of taxes, particularly for real estate investors and business owners. Personalized guidance and proactive tax-saving strategies are hallmarks of their service.

Comprehensive Tax Planning Services

The firm helps clients navigate the ever-changing tax landscape. This includes maximizing deductions and minimizing tax liabilities. Their goal is to optimize overall tax efficiency and provide peace of mind.

Expertise in Real Estate and Business Tax Planning

Ana B Garcia, CPA provides tax planning and strategies tailored to individual client needs. The company analyzes financial situations to identify opportunities for maximizing deductions and minimizing tax liabilities. This group serves real estate investors, business owners, and high-net-worth individuals.

A Dedicated and Collaborative Team

Ana Garcia, a real estate investor and CPA, leads the team. Years of experience provide a unique blend of industry expertise and a passion for tax planning. The firm strives to be a trusted partner, helping clients save thousands on taxes.

Client-Focused Approach

The firm simplifies taxes through expertise and a personalized approach. They guide clients through complex tax issues, offering clear, actionable advice. The goal is to help clients achieve financial goals, whether it’s business growth, comfortable retirement, or real estate investment. They also help clients avoid costly mistakes by staying updated on tax regulations.