INDIVIDUAL

Tax Reporting Compliance

  • Income tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic income tax minimization planning

  • Traditional and ROTH IRA contribution and distribution planning

  • IRA Required Minimum Distribution (RMD) calculations and planning

  • Post full-time employment lifestyle (retirement) planning

  • Self-Directed retirement account investment planning (non-traditional investment assets)

  • Social Security Benefits planning

  • College savings account tax minimization planning

Self-Employment Consultation

  • Accounting

  • Tax reporting

  • Prepayment of taxes

  • Legal

  • Marketing

  • Finance

  • Human resources

  • Retirement plans

  • Strategic planning

Wealth Advisory Services

  • Perhaps you’re an individual planning for a “work-optional” lifestyle, or a business owner planning for an exit from the business, or deciding how to responsibly transfer family wealth to the next generation.  Your financial needs and goals vary, so we specialize in developing personalized and sophisticated strategies, plans and portfolios that enhance and protect your wealth, and quality of life.

    • Investment asset management (maximize investment asset return with risk assessment considerations)

    • Personal Financial Planning (create and maintain a plan for your financial future)

  • Rich is a licensed Certified Public Accountant and licensed Registered Investment Advisor. Navigate below to GuidePoint Private Wealth Management to learn more.

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BUSINESS

Tax Reporting Compliance

  • Income tax reporting

  • Sales tax reporting

  • Franchise tax reporting

  • Multi-state tax reporting

  • Multi-entity (related company) tax reporting

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic income tax minimization planning

  • Business purchase planning

  • Business formation planning

  • Choice of entity/tax reporting status planning

  • Self-employed business owner consultation

  • Entity / tax reporting status selection planning (i.e. Sole Proprietor, Partnership, S Corporation, etc.)

  • Business succession and exit planning (sale price optimization and financial management guidance)

Recurring Services

  • Business accounting (Monthly, Quarterly, Annual)

  • Payroll processing

  • Transaction privilege (sales) tax reporting

  • Workers compensation insurance policy audits

  • Interim “Controller”

  • Interim “CFO”

Education

  • Business financial reporting education

    • You will receive formal guidance on how to read financial statements for your business including the Balance Sheet, State of Income, and Cash Flow Statement (where applicable)

  • Self-employment education

    • You will receive formal guidance on all of the new responsibilities you will have in owning and operating your new self-employment business activity

  • Personal finance organization

    • You will receive formal guidance on organizing your personal financial life so that you are more successful in making personal financial decisions, and stress associated with your personal finances is reduced

ESTATES AND TRUSTS

Tax Reporting Compliance

  • Income tax reporting

  • Preparation of accounting for estates and trusts

  • Tax notice response

  • IRS and state audit representation

Planning

  • Proactive and strategic estate and trust asset titling and protection planning

  • Estate and trust administration guidance

  • Post-death estate representative consultation

  • Post-death successor trustee consultation