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Tax and Accounting

Simplifying Taxes

Our goal is to guide and encourage you to take advantage of the most current developments in the tax laws so we can develop an overall tax strategy together to help you minimize your tax liability. Our seasoned Certified Public Accountant (CPA), Stephen Houser and tax preparation staff take an active approach to all aspects of taxation by monitoring compliance to help you avoid surprises at tax time and by staying current with changes in tax law.

 

Our Integrated Tax Strategies

We will integrate our tax expertise into your wealth management and financial planning   strategies for personal or business-related tax. Our wealth management tax services include:

  • Optimizing the management and allocation of assets between account types whenever possible, such as taxable, qualified, or charitable accounts.
  • Informing you of legal techniques available to reduce or eliminate death and estate taxes.
  • Suggesting potential strategies to reduce income taxes.
  • Consultation regarding closely held private stock, concentrated publicly traded stock positions, stock option programs and employee stock programs.
  • Provide accounting services for small businesses that focus on meeting special tax needs for companies and organizations in all types of industries.
  • We offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and small businesses.
  • Providing advice regarding real estate investments and transactions.
  • Providing up-front pricing for individual and small business tax return preparation and compliance work for clients who wish to utilize the full capabilities of our tax team.
  • Providing resources and unique perspectives from our financial planning and tax experts.

 

Small Business Services

  • Preparing year-end books for your tax return
  • State-to-State tax forms, filings, and calculations
  • Differentiating tax rules for the varying business structures
  • Tax planning and how it relates to your business or individual taxes
  • Benefits of Cash versus accrual accounting methods
  • Retirement planning as it relates to taxes, for you and your employees
  • Payroll Taxes: Quarterly Reports, W-2s & 1099s

 

Our tax expertise is integral to optimizing the portfolio design and investment strategies for all our wealth management clients.  Experience the difference with Houser Financial Group


Estate, Gift, and Trust Tax Return Preparation 

We provide expert preparation of complex federal and state estate, gift, and trust tax returns, as well as offering comprehensive and knowledgeable assistance with the tax implications of your estate plans, business succession plans, and gifting strategies. We can advise you about the efficacy and tax implications of several estate planning strategies including irrevocable trusts and charitable giving strategies. We constantly strive to maximize the value of your estate, gift, or trust, and to protect your heirs or beneficiaries from confusion, uncertainty, and the distraction of unforeseen estate tax levies.

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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<p>Tax Freedom Day</p>

Tax Freedom Day

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After all, at the end of the day, it’s all about relationships

We can help plan for your financial future now, call Houser Financial Group 321.345.1145 or Email  for your free financial consultation