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.
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
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.
(Tax loss) Harvest Season is Almost Here!
The kids are back in school, the leaves are changing colors, and pumpkin spice lattes – the age-old harbingers of harvest season – are everywhere. At Parsec, we are preparing for the harvest…of tax losses. Every year, beginning in late October/early November, Parsec’s portfolio managers will scour clients’ taxable accounts for meaningful losses, which weContinue reading
Paying for College: Tax Savings
The tax law changes of 2018 eliminated the tuition and fees deduction for college expenses. There are still several ways to save on taxes when saving for and paying for college.