Individual Tax Solutions
We are here to help!
Signature Tax Solutions has experience providing tax planning and income tax preparation to the beneficiaries of estates and trusts as well as high net worth individuals. We offer a full range of tax services for individuals and families who need guidance planning their financial future and managing personal wealth. We take a proactive approach to tax planning to help our clients minimize their current and future taxes.
We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy.
o Estate and income tax planning and compliance
o Preparation of all tax returns – individual, gift, estate, trust
o Analysis of your current and future tax situation
o Personal financial planning
o Ongoing tax planning for estate, trust and beneficiaries
o Cash flow reports and budgets
o Audit representation
o Account reconciliation with banks, investment brokers, etc.
o Investment tracking for tax purposes and capital gains/losses
o Planning for gift and estate taxes
o Retirement planning
o Succession planning
o Philanthropic planning
o Education planning
o Purchases, sales and structuring
o Insurance needs analysis
o Legacy planning and elder care planning
Contact us to Request a Consultation, or call Signature Tax Solutions at 800-385-1TAX (1829) today to discuss your tax planning and preparation needs with a trusted Tax Consultant
Business Tax Solutions
Compliance with Federal, State and local tax requirements continues to be a challenge for businesses across the nation. At Signature Tax Solutions we have the experience and resources needed to work with businesses on a variety of complicated tax issues. Our staff of qualified tax consultants is prepared to assist clients with all aspects of tax planning and compliance, tax preparation, multi-state taxes, and more. With our guidance you will know about tax implications before you make important business decisions. Our team of experienced professionals will thoroughly review your business structure and financial position and develop a fully customized tax strategy aimed at saving you money and making your business more profitable.
Our business tax preparation, planning, and compliance services include:
o Preparation of tax for privately-held companies
o Tax planning to minimize taxes
o Cost segregation
o Entity selection and structure (S or C Corporation, Partnership, LLC, etc.)
o Analysis of inventory and tax accounting methods
o Mergers, acquisitions and reorganization
o Multi-state taxes
o Representation to IRS auditors
o Sales and use tax
o State and local taxes
o Analysis of state nexus issues
o Tax credits and incentives
o Transfer pricing
Our team of tax planning and income tax preparation professionals can help you save on taxes. Contact us Request a Consultation, or give us a call today at 800-385-1829.
Trust & Estate Solutions
We can help!
Signature Tax Solutions provides exceptional service in tax planning to estates and trusts as well as their beneficiaries to help minimizing income taxes.
We provide an integrated strategy and a comprehensive plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan will consider many options for minimizing the estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, what investments to consider and more.
In addition, we have extensive experience preparing personal and fiduciary tax returns, gift tax returns and estate tax returns.
o Preparing all tax documents for estate and trust
o Estate tax returns - Form 1041
o Gift tax returns - Form 709
o Fiduciary tax returns Prepare income tax returns for individuals and beneficiaries
o Ongoing tax planning for estate and trust
o Cash flow reports and budgets
o Filing quarterly deposits of estimated taxes
o Payroll and payroll taxes for household employees
o Audit representation
o Account reconciliation with banks, investment brokers, etc.
o Investment tracking for tax purposes and capital gains/losses
o Preparing a schedule of property
Contact us to Request a Consultation, or call Signature Tax Service at 800-385-1829 today to discuss your estate and trust tax planning and preparation needs with a trusted Tax Consultant.