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Services Provided By the Tax Guru
Flexible
& creative outlook.
Highest
quality work for fairest fee possible.
Fees
based on actual time spent (60 minutes per hour) with no minimums.
No
investment sales.
No
commissions or referral fees paid or accepted.
Fair
& objective viewpoint.
Tax Return Preparation:
Individual, Partnership, Corporation, Estate & Trust returns processed on
in-house state of the art computer systems. Very creative & aggressive
interpretation of tax laws for the client.
Tax Planning:
Kerry can keep you well informed of the tax ramifications of actual &
anticipated transactions in order to help you avoid year-end surprises.
Audit Assistance:
IRS audits approximately 1% of all tax returns filed. If you are selected,
call Kerry for the expert advice or representation that you need to prepare
for the auditor.
Retirement Planning:
Whether you are considering making arrangements for the distant future or are
ready to cash in your pension, Kerry can help assess the best option for your
situation.
Divorce Analysis:
Kerry can help ensure that both parties receive fair amounts in regard to
division of assets, child & spousal support, while minimizing tax damage.
Estate Planning:
Don’t wait until it’s too late. There are several alternatives available to
preserve more of your estate for your heirs or favorite charities and to ensure
that your wishes are carried out.
Investment Analysis:
With no investments to sell, Kerry can maintain complete objectivity when
analyzing investment opportunities & how they interface with your personal
objectives.
Starting A Business :
Kerry can assist you with the many facets of setting up & operating a
business. Special expertise in the utilization of corporate structure for
maximum tax benefits & asset protection.
Management Consulting:
Kerry can help put you on the right path if you are considering a change in your
business operation or have a problem that is too close or complicated for you to
analyze objectively.
Business Valuation:
Appraising a business for sale or purchase is an art, not a science. Any
business has a wide range of values rather than one specific amount. Kerry can
help you determine that range & assist in negotiations.
Operational Review:
Labor costs too high? Inventory control problems? A weakness in any one area of
your business can ripple through the entire company. Kerry can efficiently
analyze the problem & suggest solutions.
Expert Witness:
if you are involved in a legal action involving numbers, Kerry can help you
prepare supporting data & testify as to his findings.
Buy vs. Lease Analysis:
When considering the acquisition of a vehicle or other business equipment, be
aware that leases contain extremely high finance charges that are not disclosed
as they are with normal loans. There are pros & cons of both methods. Kerry
can show you which is best for your situation.
Transaction Structure & Analysis :
The tax ramifications of sales, purchases, 1031 exchanges & leases can be
devastating. Let Kerry explain the various options for accomplishing your
objectives with the least damage. Forewarned is forearmed.
Borrower Financial Review:
Kerry can act as your loan committee if you are considering carrying back a note
in a property sale by analyzing the borrower’s tax returns & financial
conditions.
Last Updated:
Sunday, January 21, 2001 07:21 PM
Ozarks Time
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