Prospective Tax, Accounting & Financial Planning - Tallahassee Florida

Federal, State & Local Tax Preparation

Tax Preparation for Businesses, Individuals, Trusts & Estates

We offer a broad range of Federal, Local & State tax services. Being well-versed in this area, we are able to tailor our tex services to meet the diverse needs of our clients. Tax preparation services include the following areas:

  • Individual Income Tax Returns
  • Corporations, Partnerships, and LLCs
  • Estates & Trusts
  • Private Foundations
  • Gift Tax
  • Foreign Bank Account Reporting
  • Tangible Property Tax
  • Federal, State & Local Tax Reporting

We guide our clients through a full range of tax planning and preparation decisions with a focused strategy to minimize tax liabilities and maximize cash flow. Tax laws are complicated and ever-changing. Uninformed decisions can create an unnecessary tax burden. Our knowledge and expertise will not only keep you compliant with current tax laws, but also seek to take advantage of emerging opportunities.

How Can We Help You? Contact Us Now.

Please do not communicate sensitive information through this webform. We utilize a secure, encrypted gateway to communicate / send all sensitive & private information.
(Required Field)
Please provide your name.

(Required Field)
Please provide valid email address.

Phone Number
(Required Field)
Please provide valid phone number.

Service Needed
(Required Field)
Please provide the service you need

Please Tell Us A Bit About Your Needs
(Required Field)
Invalid Input

Captcha Anti-Spam (Please input the 3 numbers displayed)
(Required Field)
Captcha Anti-Spam (Please input the 3 numbers displayed)
Click Here To Refresh Captcha Code Numbers Invalid Input

Please input the 3 numbers displayed.

Tax & Financial Planning Services

Federal, State & Local Tax Preparation

Tax return preparation for individuals, businesses, trusts & estates

Personal Financial Planning

Budgeting, retirement planning, insurance evaluation, college planning

Tax consulting

Planning for tax related transactions, gifts and lifetime transfers, charitable giving

IRS Audit Response & Resolution

Representation before federal and state taxing authorities

Business Accounting Services

Bookkeeping, accounting assistance, Quickbooks accounting help

Trust & Estate Accounting

Detailed fiduciary accounting for trustees, personal representatives and beneficiaries

Prospective Tax & Financial Planning LLC

Contact Us | About | Services | Site Map

267 John Knox Rd., Ste 211
Tallahassee, FL 32303
Office 850-266-7661 | Cell 850-815-9291 | Fax 850-677-3730

Tallahassee Florida CPA providing Tax, Accounting & Financial Planning services to Businesses, Individuals, Trusts & Estates
© 2018 All rights reserved