Tax Services
With an ever-expanding tax code and increasing regulations on a federal, state, and local level, it is more important than ever that you have a trusted tax advisor on your side. At FCA Corp, our goal is to advise you as you navigate the changing tax compliance demands in life, from your first business start-up to business succession and retirement planning. Our experienced team of CPAs, attorneys, and financial planners, including several dually licensed Attorney-CPAs, work collaboratively to solve your toughest tax issues. Our knowledge and experience encompass a variety of industries and includes all types of businesses and individual tax issues. Whether it’s filing an annual tax return or understanding how taxes will impact your business, FCA Corp helps individuals and business owners with all of their tax compliance and planning needs.
Our Tax Services Include:
We get it, tax preparation and planning can be stressful and overwhelming. FCA Corp tax advisors take the time to understand each clients’ unique circumstances and will work with you to develop holistic and impactful tax planning and compliance solutions to fit your needs. Through careful planning, we can begin to streamline your tax reporting obligations and provide technical advice to address your toughest tax questions. This allows you to take control of the tax planning process and will ultimately save you time and money while allowing you to realize your unique financial goals.
Our tax advisors have a wide range of experience that encompasses tax planning throughout your life — from purchasing a home, to managing your investments, to planning for retirement, we have you covered. As you grow and move into new chapters of your life, FCA Corp’s advisors will stand by your side to assist you through the transitions and ongoing tax needs. Because FCA Corp tax advisors work in tandem with other experienced financial professionals, we can maximize tax planning opportunities and will help you reach your ultimate financial planning goals in a tax-efficient manner.
FCA Corp is equipped to coordinate all of your business tax compliance needs as well as to provide powerful and practical tax planning strategies for all phases of your business startup, expansion, and succession plans. FCA advisors help business clients navigate the complex web of tax laws and regulations to ensure your business makes tax efficient decisions and avoids common mistakes in structuring and implementing your business transactions. Whether you need help with a business startup, need to organize your businesses’ financial reporting structures, or need help with a complex transaction, our tax advisors offer a range of experience and skill sets to aid in your success.
As your business matures, we work closely with you to provide a comprehensive, goal-oriented approach to solving your tax needs in the most efficient and innovative ways possible. Whether you need help with tax compliance, tax planning or multistate tax issues, we can help.
Business tax preparation services include:
• Corporations (Form 1120)
• S-Corporations (Form 1120-S)
• Partnerships and Limited Liability Companies (Form 1065)
• Sole Proprietors and Disregarded Entities (Form 1040, Schedule C)
• State, Local and Franchise Income Tax Returns
Business tax planning and consulting services include:
• Choice of Entity
• Business Modeling, Budgeting, and Forecast Planning
• Mergers and Acquisitions (Stock Sales, Asset Purchases, Redemptions)
• Shareholder (buy/sell) Planning
• Family Business and Succession Planning
• Real Estate Development/Investments
• Compensation (and QBI) Planning
• Retirement Plan Structuring
• 1031 Tax Deferred Exchange Planning
• Net Operating Loss Utilization Planning
• Tax Strategies
FCA Corp can assist you in realizing your wealth transfer planning and compliance initiatives. We can prepare annual trust and estate income tax returns as well as gift tax returns. FCA Corp tax advisors are well equipped to handle complex taxable estates and will work with you to review your estate planning documents, to accurately identify and value assets, and to maximize available exemptions in making sure your trust and estate returns are accurately filed in a timely manner. Additionally, our tax advisors can work with your estate planning/probate attorney to ensure your wealth transfer and estate planning encompasses tax efficient transfers.
If you are handling the matters after a loved ones’ passing, FCA Corp’s tax advising team is available to assist in honoring your loved one’s legacy through meaningful tax planning. We can assist you in coordinating with the probate attorney to ensure all tax filings are filed and estate funding is optimized to avoid additional tax. If an estate tax return is necessary, our tax advisors are experienced preparing both federal and state estate tax returns. With our hands-on approach and collaborative effort with our financial planning team (or your family’s financial advisor), we provide expert guidance to navigate your wealth transfer process from start to finish with the goal of preserving your multi-generational legacy.
Trust, estate and gift tax preparation services include:
• Trust Income Tax Return (Form 1041) (e.g. – Simple Trusts, Complex Trusts, Grantor Trusts)
• Estate Income Tax Return (Form 1041)
• Estate (and Generation- Skipping Transfer) Tax Return (Form 706)
• Gift (and Generation-Skipping Transfer) Tax Return (Form 709)