Tax Services
Dealing with taxes never fails to induce frustration and stress for any entity involved, whether it is corporate or individual in nature. At the forefront of our industry, we use every resource available to minimize your tax burden, ensuring that you will keep more of what you earn.
In the income tax arena, we serve individuals, corporations, partnerships, trusts, and estates. We also specialize in other areas of taxation, including employment, sales and excise, retirement plans, and nonprofits.
Planning Services
Plan a better future with the experts at Finley & Cook. Services include:
- Projections of estimated tax liability, income, gift, estate and generation-skipping
- Formulation of planning alternatives to optimize tax and economic considerations
- Retirement planning design, implementation, and administration (qualified and non-qualified)
- Development of wealth preservation strategies, including lifetime giving and testamentary tactics
- Employee benefit strategies, including flexible spending accounts, design, and administration
- Business planning and consulting
- Choice of entity considerations
- Application of analytical methods and tools to maximize return on investment
- Lease versus purchase alternative
- Personal financial planning
If you would like more information about our tax services, please e-mail Richard Finley or Kay Palmeter.
