ADVISORY RATES

TAX ADVISORY: STRATEGIES & PLANNING


The secret to early retirement and paying less taxes.

One of the most crucial steps to saving tax dollars and growing your assets using major tax advantages is tax advisory. Most taxpayers forget that a tax return is basically the final summary of all money decisions made during the year. If you set yourself up properly, you can effectively lower your tax liabilities and add to your assets with the money saved instead of paying the IRS. Find out how much you can save with our team. Ask about our special tax advisory packages, contact your tax professional for more details.

Advisory Areas of Expertise:

  • Individual Advisory

  • Business Advisory

  • Rental Property Advisory

  • Company Stocks

  • Business Purchase

TAX PLANNING & AVOIDING PENALTIES

  • Estimated Tax Returns - 4 hours retainer required

  • Sales & Use Tax for LLC

  • W4 Assistance


We do “estimated” tax returns prepared in the off season with your most current pay stubs and/or other income for tax planning. Its sole purpose is to assess and estimate what your refund/balance may be at the time of tax season. For those who often owe the IRS during tax season, it is beneficial to know how much you are trending to owe. It gives you ample time to adjust your withholdings and/or put money aside to avoid any unwanted penalties and undesirable surprises when filing your actual tax return. This service is highly sought after here at Richard Colins, and has saved many from penalties and headaches.