TAX PLANNING
 

Our firm will help you identify tax saving strategies for you to incorporate.  We can work closely with your tax advisor to discuss strategies or if you need a tax advisor our firm maintains a working relationship with Mitch McAbee, CPA to help counsel and/or prepare your tax returns.

Income Tax

We can help you identify strategies that will help you reduce your income tax liabilities.  We look forward into the next year and make recommendations today that you can implement currently that will help reduce next years taxes.  We can also review your prior year’s returns to determine if you took advantage of all the deductions for which you were entitled.

 

Estate Tax

There are many IRS approved strategies available to reduce or eliminate estate tax liabilities.  These strategies need to be incorporated into an overall estate plan design prior to death. 

Every estate planning situation is different.  In order to help you, we need to understand your unique situation, and your desires of how and to whom you want to pass your estate assets. We offer discussions, recommendations and understandable explanations of complex strategies to make your planning and distribution simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.
 

Estate Settlement

When there is a need to prepare the Federal 706 Estate tax forms and related state inheritance forms when required, Mitch McAbee, CPA is available to help you.  Gift tax returns are also prepared as needed to facilitate estate planning needs. With his experience he will make this process as simple and manageable as possible.

Your ongoing relationship with Mitch is as important as the continued preparation of trust returns, distribution of income, and potential sale of assets cannot be forgotten.

“Your objectives are important to us and our firm will carry out those desires in accordance with the laws and provisions afforded us. It is extremely important to utilize every opportunity available to retain the capital and resources your family worked to obtain.”  -Mitch McAbee, CPA McAbee & Company PC

For further information regarding these tax saving strategies, please contact us at:

                                Info@fountainprogroup.com

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