Tax Advice Avon Park FL

Preparing and filing tax forms often requires the knowledge of a tax professional or CPA in order to find tax advantages and benefits, as well as to make certain of the accuracy and completion of the proper forms. Taxes are applied to a wide variety of things including income, property, sales and much more, and the laws governing these taxes vary between states. Aside from financial professionals, tax software have been developed to help those struggling to understand tax forms and filing procedures. For individuals, or more commonly, companies, with more complex tax issues, advisory services are usually necessary to avoid audits by the IRS.

Renee Martone-Cecil, CFP®
7317 Merchant Court, Suite B
Sarasota, FL
Company
Title: Certified Financial Planner practitioner
Company: Ameriprise Financial
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Disability Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Management,Annuities,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Income for Life/ Preserve Principal,Life Insurance,Long-Term Health Care Planning,Business Succession & Liquidation P

Data Provided by:
Mr. Richard H. Howard (RFC®), CEP, CSA
(904) 636-9307
5209 San Jose Blvd., Suite 103
Jacksonville, FL
Company
Safe Capital Group, Inc. / Wealth Trust Services, Inc.
Qualifications
Education: BSED
Years of Experience: 29
Membership
IARFC, FPA, NICEP
Services
Invoice, Business Planning, Retirement Planning, Tax Planning, Seminars Work, Annuities, Life Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, BuySell, LiabCover

Data Provided by:
Mr. Tilden L. Sowdon (RFC®), CLU, LUTCF
(407) 264-2996
5728 Major Blvd., Suite 602
Orlando, FL
Company
Legacy Financial Advisors
Qualifications
Education: BBA
Years of Experience: 23
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Asset Protection, BuySell

Data Provided by:
Mr. John Prokos (RFC®), RFP
(561) 447-4468
10375 Rio Lindo
Delray Beach, FL
Company
Securities America, Inc.
Qualifications
Education: BA, St.Lawrence Univ.NASD Series 7,24,63
Years of Experience: 27
Membership
IARFC
Services
Invoice, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Elizabeth D. Stewart (RFC®), CFP
(407) 849-1123
234 Pasadena Place
Orlando, FL
Company
Ameriprise Financial Services, Inc
Qualifications
Education: BS in Healthcare AdministrationCFP
Years of Experience: 19
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided by:
Mrs. Irene Surmonins-Thompson (RFC®), CFP, CSA
(727) 834-9700
8520 Government Dr St 1
New Port Richey, FL
Company
Full Circle Financial, LLC
Qualifications
Years of Experience: 24
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Charitable Foundations, Asset Protection

Data Provided by:
Richard A. Johnson (RFC®), CFP
(904) 262-0888
11363 San Jose Blvd Ste 100
Jacksonville, FL
Company
Rick Johnson Family Office LLC
Qualifications
Education: 88 hours completedUniversity of Arkansas-Little Rock
Years of Experience: 26
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. George W. Atkinson (RFC®), LUTCF
(904) 380-4034
One Independent Drive, Suite 2901
Jacksonville, FL
Company
Sagemark Consulting
Qualifications
Education: AA, BA
Years of Experience: 14
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Kenneth Feyers
12082 NW 30th Street
Coral Springs, FL
Company
Company: Safety of Principle Wealth Management,LLC.
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Wayne St. University
Years Experience
Years Experience: 11
Service
Fee Only Portfolio Management,Income for Life/ Preserve Principal,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Annuities,Alternative Asset Class Planning,Retirement Income Distribution Planning,Individual Income Tax Planning,401k Rollover From Employer,Wealth Management,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Asset Protection Strategie

Data Provided by:
Mr. Howard M. Freedman (RFC®), CFP, MBA
(561) 865-0020
5030 Champion Blvd, Ste G6 PMB305
Boca Raton, FL
Company
Freedman Planning & Management, Inc.
Qualifications
Education: MBA, BA
Years of Experience: 30
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Employee Benefits, Education Plan, Compensation Plans

Data Provided by:
Data Provided by:

Tax Advice

Taxes

H&R Block a Cent Ahead, Revs Fall
By: Zacks Equity Research
March 09, 2010

H&R Block Inc. (HRB - Analyst Report) reported fiscal third quarter 2010 (ended Jan 31, 2010) net income of $50.6 million or 15 cents, up from $47.4 million or 14 cents in the year-ago period. However, income from continuing operations was 16 cents, down 4 cents from the prior-year period. Results were slightly ahead of the Zacks Consensus Estimate of 14 cents, primarily driven by cost cuts.

However, revenues were down 5.9% from the prior-year period to $934.9 million as the company prepared fewer tax returns. This was partially offset by a 5.9% decrease in operating expenses from the prior-year period to $840.4 million. The decrease reflects the benefits from the company’s cost cutting initiatives.

Revenue from the Tax Service decreased 6.2% year-over-year to $747.7 million. The decrease stemmed from a 7.1% decrease in total retail tax returns prepared. Pre-tax income was $131.2 million compared with $133.5 million in the year-ago quarter.

RSM McGladrey (RSM) reported a 3.6% year-over-year drop in revenues to $6.7 million. The decrease reflects the weak economic environment. However, the company posted a pre-tax loss of $11.2 million compared with a pre-tax income of $10.7 million a year ago, primarily due to a $15.0 million goodwill impairment related to RSM's capital markets business.

RSM and McGladrey & Pullen LLP entered into new definitive agreements in February concerning their alternative practice structure. As a result, RSM incurred $3.3 million of legal and consulting expenses related to these negotiations in the reported quarter.

Corporate operations reported a pre-tax loss of $22.5 million compared with a loss of $42.4 million in the prior-year quarter. The decrease in loss reflects a decrease in expenses. This stemmed from reductions in self-insured liabilities, lower interest expense on corporate borrowings and a decrease in loss provisions on mortgage loans held for investment.

Interim Tax Results....

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Know Your IRS Tax Levy Rights

According to the Internal Revenue Service (IRS), all taxpayers have rights with regard to tax levies:

1. If an agreement is made between the IRS and the taxpayer that a back tax liability is not collectible, then the IRS is required to release an IRS wage levy.
2. The IRS may not place a lien on the taxpayer’s residence in situations when the amount of the IRS tax levy is less than $5,000.
3. Once the collection statute of limitation expires the IRS is required to stop all collection efforts and cancel the IRS tax levy.
4. 30 days before issuing a tax levy the IRS is required to send a Final Notice of Intent to Levy and Notice of Your Right to A Hearing (levy notice).
5. Taxpayers have a right to a hearing and must be notified of this at least 30 days before the levy is filed.
6. A taxpayer may request to have an appeals officer hear the case, but may not challenge the actual tax unless there was no previous opportunity to do so.
7. Taxpayers have 30 days to appeal unsatisfactory outcomes to the U.S. Tax Court or Federal Court.

The IRS asserts that it does not typically release levies on a bank accounts once issued. However an aggressive tax professional may be able to get a partial or full release if the monies in the account are needed for medical expenses, housing expenses, transportation expenses, payroll, etc. There is a small window of 21 days to do this ... just enough time for a taxpayer to contact a competent tax professional.

Attribution: Victoria J. Burns has over 25 years of experience preparing Federal, state, and payroll tax returns. She’s helped thousands to resolve their tax problems and settled millions of dollars in tax debt. Victoria is an active member of the American Society of Tax Problem Solvers and National Association of Tax Professionals. She leads the team of professionals at AmeriPride Tax Group helping clients through tax audits, offers in compromise, levy/lien releases, penalty abatements and other tax issues. AmeriPride Tax Group

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