A core specialty is the preparation of tax returns for individual taxpayers. Every year more than 10,000 Federal and State returns are prepared and filed for our clients.
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
Timely, efficient bookkeeping services are available for businesses of all sizes. Well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. We offer monthly, quarterly, or annual bookkeeping with reports to keep up with your figures throughout the year. Our qualified staff can also assist you with the day-to-day tasks associated with bookkeeping.
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership, or Sole Proprietor, a properly prepared tax return can be filed to minimize the tax owed.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.
Not in the area anymore, or couldn't find a service where you've relocated to? You can still email, or fax all of your tax paperwork for preparation, and we will complete it through email.
Offered through our sister company Southern Cape Title:
Contact Terri Frances our Licensed Title Agent at 904-372-0756
Offered** through our sister company Oceanstate Insurance:
Contact Bridget Burt our Licensed Insurance Agent at 904-246-1829
904-220-1040 support@directax.net
201 3rd St. South, Jacksonville Beach, FL 32250
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