TAX PLANNING & PREPARATION

 

Tax Planning and Preparation Services (all 50 states)

 

At Serene Financial Solutions, we believe tax strategies should be an integral part of your overall wealth management strategy. Effective strategies can help reduce your tax burden, optimize your income and allow you to transfer wealth to loved ones and charities efficiently. Our goal is to minimize your tax burden while maximizing your income and investment returns.

Proactive and personalized tax planning is key for navigating your tax liabilities and identifying new savings opportunities. Our tax professionals have a thorough understanding of federal and state tax regulations. We offer a comprehensive range of services encompassing all areas of your business and personal finances year-round. Whether you're looking to pursue a new tax credit, restructure your business, expand internationally, or preserve your personal wealth, we can help you evaluate your options and make informed decisions.

For Individuals:

  • Audit Representation, Correspondence, and Support

  • Estate, Gift, and Trust

  • Federal, State, and Local Tax Compliance

  • Proactive Tax Analysis and Minimization Strategies

  • Retirement Plan Optimization and Distribution Strategies

  • Tax Preparation

  • Tax Projections

  • Year-Round Tax Planning

For Real Estate:

  • Buy vs. Lease Analysis

  • Capital Access

  • Debt Restructure

  • Entity Structure

  • Property Tax

  • Real Estate Transaction

  • Rental Property

For Businesses:

  • Audit Representation, Correspondence, and Support

  • Business Acquisition and Sale

  • Business Start-Up Planning

  • Entity Selection and Restructuring

  • Federal, State, and Local Tax Compliance

  • Proactive Tax Analysis and Minimization Strategies

  • Retirement and Benefits Plan Optimization

  • Tax Preparation

  • Tax Projections

  • Year-Round Business Tax Planning

IRS Representation:

  • Audit Representation, Correspondence, and Support

  • Collection Representation

  • Installment Agreements

  • Offers in Compromise

  • Penalty Abatement

  • Past Due Taxes

 

*Enrolled Agent (EA) – An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years. Enrolled agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. – IRS.gov

 

 YOUR FINANCIAL JOURNEY

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