Services

Tax Management Services

At Jamey R Ritter CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

*Tax planning & return preparation
  • - Individuals
  • - Corporations
  • - Partnerships
  • - LLCs/LLPs
  • - Estates, trusts & gifts
*Taxing authority representation
*Tax effects of buying/selling a business

Tax

Only one thing is constant: change. And this could not be more true than in the world of taxation as continually changing legislation translates into opportunities and challenges for businesses, not-for-profit organizations and individual taxpayers. Today’s globally-competitive business environment makes it crucial to have professional services providers who are adept at providing expertise and guidance that bears a competitive advantage.