Prospective Tax, Accounting & Financial Planning - Tallahassee Florida


Tax Preparation & Filing - Federal, State & Local

Tax Preparation & Filing 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 tax 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.

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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
Tallahassee Florida CPA providing Tax, Accounting & Financial Planning services to Businesses, Individuals, Trusts & Estates


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