What we offer:
Tax Consulting
We Can Be Your Tax Department
What do Fortune 500 companies and National Firms do when faced with tax issues that affect their business plans? They call their Tax Department.
You can, too.
Your Tax Guide provides domestic and international tax research and review services at reasonable prices to businesses across the nation.
Your Tax Guide is the Tax Department for growing CPA Firms, Law Firms, and Middle Market businesses.
If you need help with a tax problem that involves a unique issue, government representation, or would benefit from having a tax return reviewed by an expert before filing, then Contact Us.
We do the research so you don’t have to.
Consider Your Tax Preparation Options
| Taxes Prepared By | Your Tax Payments | Why? |
|---|---|---|
| You | Will probably be too high | Because it is not what you do! |
| Accountant/CPA or Paid Preparer | May be too high | Because this person may not be a specialist! They are also busy with bookkeeping, payroll, financial reports, etc. |
| TAX SPECIALIST | Will be as low as possible | Because this person studies, plans, and thinks about taxes year-round! |
Save money!
Feel protected!
Choose a Tax Specialist!
“Financial and estate planners can sometimes recommend strategies which leave their clients with serious and unforeseen tax repercussions. As a tax and financial expert, it is my strong belief that sound investment strategies are incomplete without giving careful consideration to tax planning. For example: a 40% return on an investment may sound great, but when it is taxed at a 60% tax rate it’s not nearly as attractive as a 30% return taxed at a 15% tax rate. When clients work with me, they not only receive professional financial plans and strategies, but the confidence that their plan is designed with the best overall approach including a reduced exposure to unnecessary taxes.”
Lawrence Kopf
April 15, 1996
Contact us to request a complete questionnaire for the evaluation of your financial and risk management situation, or to request a consultation.
Please consider the importance of the following questions about your situation:
- Do my investments offer high growth potential?
- Are my tax payments as low as possible?
- Is my retirement income planning adequate? How can I be sure?
- Does my life insurance program meet the requirements of my estate plan? How can I be sure?
- Do I have a Will? Does my spouse?
- Were I to become disabled, do I have a non-work source of income?
- Do I have adequate personal life insurance? Does my spouse?
- In the event of my death, will my family be able to pay off all loans and maintain our current standard of living?
- Do I need assistance from a qualified advisor in planning my insurance needs?
- Do I have a current list of important personal papers and their locations?
- Does my executor know the contents and location of my Last Will and Testament and my estate plans?
- Do I fully understand my life insurance death benefits?
- Do I understand my employer’s death benefit program?
- Have I designated a guardian for my children?
- Is my spouse’s &/or my Last Will and Testament current and consistent with my estate plans?
- Do I understand how my estate will be taxed?
- Do I know what my family will receive from the net proceeds of my estate?
- Does my estate plan take inflation and standard of living into account?
If you haven’t filed tax returns for a few years there could be many reasons, and quite a few are valid. We have had much success in dealing with just these situations. Not all fact patterns are as bleak as they may appear. Your Tax Guide can help in a way that is affordable, prevents further penalty, and allows you to move on with your life.
We help you gather and organize the required data, prepare your return and then negotiate, when necessary, with the appropriate government agencies.