Tax Planning
Tax Preparation and Tax Planning Services
At Hafer Certified Public Accountants and Consultants in Palm Beach, Naples, Miami, and Orlando, Florida, we offer tax preparation and tax planning for individuals, US non-resident aliens, sole proprietors, partnerships (LLC’s and LLP’s) corporations, non-profit organizations, and not for profit organizations such as condominiums, homeowner associations, housing cooperatives, and country clubs.
Our CPAs and staff accountants are knowledgeable in preparing tax returns and filing the appropriate IRS tax forms. The following are the income tax forms typically filed for each type of entity:
- Individuals: Form 1040, Form 1040NR
- Partnerships: Form 1065, Form 8865
- Corporations: Form 1120, Form 1120-C, Form 1120-S
- Non-Profits: Form 990, Form 990-T, Form 990-PF
- Condominiums Homeowners Associations: Form 1120 or Form 1120-H
For individuals, we also provide tax preparation and tax planning services for
- Estate, trust, and gift taxes
- Fiduciary taxes
- Taxes on retirement accounts and benefit plans
Many people may overlook these areas when planning for their future, which is an unfortunate mistake. Estates, trusts, and gifts are taxed in the highest tax bracket, so it is extremely important to consider these taxes as part of your overall tax plan.
Retirement accounts and benefit plans are also crucial to your future. From simple Roth IRAs to the most complex defined benefits plans, Hafer Certified Public Accountants and Consultants can help you make smart financial decisions that will enable you to realize your financial and retirement goals.
Tax Planning for the Future
When it comes to tax planning, Hafer Certified Public Accountants and Consultants is always thinking ahead to the future. We focus on your short- and long-term goals in the years ahead to create the most desirable tax situation possible. We will help you determine the most advantageous way to file your taxes in order to minimize your tax liability and maximize your savings.
The U.S. tax code is incredibly complex and ever-changing. Our accountants stay on top of new developments in tax laws so that we can accurately prepare your taxes, while generating substantial tax savings for you.
At Hafer Certified Public Accountants and Consultants, we take a proactive approach to tax preparation by working in conjunction with your other professional partners who manage your finances, such as bankers, attorneys, financial advisers, and insurance representatives. Working with these individuals enables us to maximize your tax advantages and avoid any unexpected surprises when it comes to your bottom line.
For the most thorough tax planning and tax preparation services in all of Florida, call Hafer Certified Public Accountants and Consultants at (561) 655-8700 in Palm Beach, (239) 353-8700 in Naples, (786) 209-3400 in Miami, and (321) 445-5055 in Orlando.
