PG Financial Tax Services for Individuals are both consulting and compliance focused. We will work with you to minimize your personal tax liability and maximize your after-tax cash flow and wealth, help you put plans in place to fund future goals, and advise you of tax implications of contemplated transactions, like mortgage refinancing. We invite your questions throughout the year. But we will want to begin by asking you questions. Do you have a will? An estate plan? Adequate life insurance? Trusts? If you have children or grandchildren, do you know about the new opportunities for education savings, like 529 plans? If you are self-employed, we should talk about retirement plan changes for the current year. Have you considered your distribution options from retirement plans? Do you have any stock options? Have you considered timing and tax impact of exercising the options? That’s why we say the most important thing we can do today is sit down and talk. Today and regularly. Tax Services at-a-glance As you would expect, PG Financial offers you complete and integrated advice on business taxes, planning and compliance services. Business taxes have a unique set of issues, as do you, personally. Our approach to tax planning is the same as our approach to all of our professional services - it begins by talking with you to identify where you are today and where you want to be tomorrow - and then defines a plan to achieve minimum tax liability this year, and as you move toward your longer-term goals. You will notice that some of our services for business taxes overlap with other services we provide - investment analysis and insurance analysis, for example. In fact, you will find that to be the case in most PG Financial service areas. That is because your financial and operational needs and business and personal goals do not necessarily line up in neat rows under service areas. We strive to provide a coordinated and integrated approach to identifying and planning for your immediate needs and future goals - across professional services and through your primary PG Financial advisor. We believe this is a unique value we bring to you. Some of our services include: Tax return preparation Tax planning and structuring of transactions Tax projections based on financial and investment alternatives Complex tax structures and advice Property tax services Investment analysis Insurance analysis Estate planning Specific goal planning Wealth building Estate and gift tax planning Retirement planning
PG Financial, LLC Tax and Accounting Services
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