COHESIVE™ SERVICES

What does it mean to know the code?

• Proactive Planning to anticipate your needs based on current and pending tax legislation.
• W4 Analysis to provide a breakdown of how owning real estate can lower your annual income tax bill, which will allow you to bring more money home on your paycheck now.
• Tax Preparation of your federal return and applicable state returns. We also prepare returns for all taxable entities including corporations, partnerships, S-corps and LLC companies.
• Tax Consulting to provide you with an advisor who is always there to answer both simple and complex questions. Whether you choose to use our complete tax preparation service or want to use us per diem, we are there for you.
• Tax Representation to stand before the IRS or any state revenue department for you. We respond to all notices and handle all audits and inquiries. Your time is valuable and this is our expertise – we know the code.
• Entity Selection to help guide you in choosing the correct taxable entity that serves your overall tax needs if you own a business or are concerned about your legal liability.
• Property Tracking to track your properties by maintaining all pertinent information associated with each property, including:
  1. Tax Basis
  2. Acquisition Costs
  3. Improvements to the Property
  4. Annual Insurance renewal dates
  5. Property Values
• Tax Planning to review the acquisition of your new property, gather all pertinent data for tax purposes and plan for the financial impact of the acquisition. We also review the tax impact of the disposition of your investment property prior to the sale, and we estimate the tax liability quarterly and maintain a tax reduction plan.
• Additional Services to help you include:
  1. Bookkeeping for each property or business
  2. Year end 1099’s
  3. Payroll services
  4. Property tax and sales tax returns