Tax Services
The best outcomes for our clients result from strategic,
proactive and timely tax planning.
At Parsec Financial, we integrate our tax services with your wealth management and financial plan to provide solutions that help minimize the taxes you owe. Tax services includes both tax return preparation and tax planning.
This encompasses planning for critical events in business and personal life, such as:
- Purchases or sales of business and investment assets
- Retirement planning
- Estate considerations
Call today for more information on our in-house tax compliance and planning solution.
Latest Blog Posts:
Get Ready for Tax Season
Hopefully you can enjoy scenes like this more so than your file drawer over the next few months. So, to make that happen, we can help you more easily collect the information necessary for your upcoming tax preparations.
IRA Contribution Rules
The maximum contribution for 2020 contributions is $6,000 ($7,000 if age 50 over over). There are income limits which determine whether you can deduct your Traditional IRA contribution or if you qualify to make a Roth contribution.
Happy Donating!
As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call and
Tax Implications of Charitable Giving
For many, charitable giving is an important personal value. For those of you who already have charitable intent, then a bit of planning will ensure that your gift is optimized from a tax standpoint, which is a true win-win for both you and the charity you choose to support.
A CPA’s Year-End Wish List: My 4 Requests of You
Normally, we CPAs do not make these requests until we are in the throes of tax season. Let’s take a proactive look at steps you can take now.