Individual and Business Tax Planning and Preparation

Tax laws and regulations are consistently changing. At Financial Foundations, we place a greater premium on precise and strategic tax planning and preparation to ensure the best results. We keep you up to date on net investment tax laws and tax legislation.

We strive to eliminate the unnecessary headaches and aggravation that are typically associated with taxes.

How are we different?

  • We provide a proactive, personalized experience and continuously reevaluate every tax situation.
  • We look for the best financial options for you, your estate, and your business.
  • We are fully compliant with all government laws, rules, and regulations.
  • We are constantly acquiring knowledge and learning up-to-date information regarding the economy, emerging issues, and new developments in taxes.

Our professional services include:

  • Tax management services
  • Estate and trust planning and tax preparation
  • IRS representation
  • Entity selection and restructuring
  • QuickBooks accounting assistance
  • Employee benefits, pension, and profit-sharing plans
  • International taxation

 

Don-Cullen-9-2014

Don Cullen, Tax Manager