We provide a selection of services to help get your financial affairs in order.
Individual Tax Matters
We are experts in the field and can help you file your taxes quickly and easily. We understand how intricate IRS regulations and the tax code can be. Our goal is to help you achieve an optimal tax result.
Individual Tax Matters include but are not limited to:
- Yearly Tax Returns
- IRS Audits
- Past Due Tax Returns in Delinquency
- Prior Year(s) Un-filed Tax Returns
- Investigation of Mismatching issues with marketplace insurance that increases the taxpayer’s tax liability
- Estate Tax and Estate Tax Planning
- General Tax Planning – Individuals with assets, individuals over a particular net worth, and individuals with a growing net worth.
- Identifying Tax Liabilities the taxpayer is not aware of
Basic Budgeting
When it comes to personal finance, one of the most challenging things to do is to stick to a budget. People need a clearer understanding of what their financial goals are, or they need to take the time to track their spending. If not, it is very easy to overspend and get into debt.
Our firm has worked with individuals needing assistance in basic budgeting; if this is something you are interested in, please get in touch with us, and we will be sure to determine your needs and assist you in the best way possible.
Estate Tax & Planning
Losing a love one is already incredibly difficult.
It’s easy to lose your way when attempting to navigate through the filing requirements of the IRS. Fiscal Group can help clients chart a course to address the needs of the beneficiaries and the wishes of the loved ones. Additionally, our clients may like to ease the process for their beneficiaries by being proactive and having much of the legal and tax planning done in advance to make their transition as peaceful as possible.
We specialize in Estate Tax and Planning to assist our clients with these matters. We also partner with an exceptional law firm to handle the legal side of the work. Meanwhile, Fiscal Group works on tax-related issues.
Some of our experiences have given us the honor of helping clients with issues like:
- Executorship
- Income received after death
- Property Tax and Deed Work
- Meeting Medicare requirements for Long Term In-House Care and possible Tax Liabilities.
- Taxable events due to the transfer of property to beneficiaries
- Taxable events when in probate and not in probate.
If you need any assistance in Estate Tax and Planning, please do not hesitate to contact us.