Tax page

 

 

Business Taxation and Compliance:

 

• • Form 1120 / 1120S

 

• • Form 1065

 

• Sole Proprietorship
  • Form 1040, Schedule C / E / F / SE

 

• Exempt Organizations (Non-profit)
  • Form 990
  • We advise and create Exempt Organizations with the IRS and state taxing jurisdictions.

 

 

 

 

Estate & Gift Taxation & Compliance:

 

Form 706 – Estate               Form 709 – Gift

 

Do you have a carefully crafted plan to leave as much of your estate, to your family or friends or favorite charity, that allows you to give more to them than to the tax man? Whether you are close to the 2016 threshold amount of $5,450,000 ($10,900,000 joint) or not, would you like to know that more of your estate is staying out of the government’s hands?

 

By proactively engaging in the planning of your estate, you enable your heirs to be able to keep the farmhouse and ranch land, the house that has been in the family for several generations, including the family business. Forced sales to satisfy federal and state estate taxes are a major causes of asset depletion and receiving significantly underpriced value on the estate.

 

 

 

Congruent Strategies enjoys a solid relationship with Estate Lawyers around the country. Contact us, TODAY, to arrange your complimentary initial consultation.

 

 

 

 

 

 

Individual Taxation and Compliance:

 

1040A (Short Form)

 

1040 (Long Form)

 

Are you employed in one of the following career fields? Do you own a business in any of the following? We have experience and can relate to your challenges.

 

Aviation professionals

Construction related trades

Deduction Maximizer

Entrepreneurs

Executives

Gambling Winnings/Losses

Home-based Business

Medical professionals

Real Estate Investing & Rentals

Restaurateurs

Securities transactions