CALL US FOR A FREE CONSULTATION 727-254-4976
Our approach is simple, holistic and effective. Analyze, assess, compare and customize an individual tailored plan to reach your financial goals.
OUR SERVICES
Creating sound financial solutions is what we do every day.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Retirement Planning
We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.
Estate & Trust Planning
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs.
Income Planning
We specialize in helping our clients prepare for and navigate the distribution phase once they retire or within 10 days of retirement. Retirement is not a time to gamble, income producing assets must factor into a comprehensive distribution plan developed by a tax expert to cover expenses and lifestyle that no not stop when work does.
Tax Preparation & Tax Mitigation
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities.
Investment Management
Our comprehensive and tactical investment management approach exceeds and surpasses strategies offered by mainstream financial institutions and advisors. This unique and custom “game-plan” enables us to determine a clients maximum tolerable loss, while pursuing grown with minimal portfolio volatility.
A Proven and Tested Approach for Success.
By exploring your past, present, and future financial goals with a holistic approach, we are able to bring financial clarity and peace of mind to every client. Success is not off somewhere in the distance; it is a process that starts now with your individualized plan. Through constant communication and diligence, we are committed to finding out what is best for you today, tomorrow, a year from now, and in the far future.
TAX ACCOUNTING & PREPARATION | INCOME PLANNING | RETIREMENT PLANNING | TAX PLANNING
KEY TAX & FINANCIAL SERVICES | 905 E. MLK DRIVE, #228 | TARPON SPRINGS, FL 34689 | 727-254-4976
Investment Advisory services offered through Virtue Capital Management, LLC (VCM); a SEC Registered Investment Advisor. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
