Caloosehatche Tax & Financial Services

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  • Tax Services
  • Added Value Services

    Tax Services
    Our core business is Tax Preparation for both personal and corporate together with providing a professional, personal, high value solution to your day-to-day accounting needs. We use our qualifications and experience not only to complete this work quickly and accurately, but we also use our initiative and experience to spot problems and identify opportunities.

    We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

    *Tax planning & return preparation

    - Individuals

    - Corporations

    - Partnerships

    - LLCs/LLPs

    - Estates, trusts & gift

    - Not-for-profit organizations

    *Taxing authority representation

    *Divorce and support issues

    *Tax effects of buying/selling a business

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    Added Value Services
    We have developed a range of additional services designed to help your business grow and become more profitable. For example undertaking Sales Tax Returns, dealing with and resolving issues with the IRS and assisting in tax planning for the right corporation that is RIGHT for you.

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