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.

Michael Louis
184 SW 8th Ave
Boca Raton, FL
Company
Company: 1st Premier
Education
Damelin College South Africa
Years Experience
Years Experience: 17
Service
Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Retirement Pla

Data Provided by:
Jay Dolan
7024 Central Ave
Saint Petersburg, FL
Company
Title: Certified Financial Planner
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
University of South Florida
Years Experience
Years Experience: 18
Service
Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Individual Income Tax Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset

Data Provided by:
Mr. James Gerard Huhn (RFC®)
(727) 398-2200
5600 Bay Pines Lakes Blvd.
St. Petersburg, FL
Company
Affiliated Planners, Inc.
Qualifications
Education: Series 7 - General Securities license. Series 66 - Uniform Combined State Law Exam.Florida Resident Life, Health and Variable Products license.Illinois non-resident agents licenses. Long-term Care Professional designation. Chartered Retirement Plann
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mrs. Mary E. Miller (RFC®), RFP
(850) 276-8276
6130 E Hwy 98
Panama City, FL
Company
Armed Forces Benefits Network
Qualifications
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Employee Benefits, Annuities, Life Insurance, Education Plan, Asset Protection

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:
Mr. David S. Appleby (RFC®), CHFC, CSA
(941) 739-5006
2048 43rd Ave W
Bradenton, FL
Company
BeeSure Services Inc.
Qualifications
Years of Experience: 5
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Employee Benefits, Stocks and Bonds, Mutual Funds, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Auto Home Insurance, Charitable Planning, Asset Protection, BuySell

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:
Murphy J. Bradshaw (RFC®), CHFC, CLU
(800) 839-2731
11101 Roosevelt Blvd
St. Petersburg, FL
Company
Bankers Financial Corporation
Qualifications
Years of Experience: 9
Membership
IARFC, MDRT, NAPFA, NAIFA
Services
Invoice, Retirement Planning, Tax Planning, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Mr. Michael A. Fraher (RFC®), CHFC, LUTCF, MBA
(407) 206-7487
719 Peachtree Road
Orlando, FL
Company
Ameriprise Financial
Qualifications
Education: MBA - Suffolk University, Boston, MABSBA - Stonehill College, No. Easton, MA
Years of Experience: 16
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, Compensation Plans

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:
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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