Tax Advice Laredo TX

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.

H&R Block
(956) 724-4322
1901 SAN BERNARDO STE A
LAREDO, TX

Data Provided by:
Mr. Henry Dennard (RFC®), CFP, PHD
(903) 534-8306
1820 Shiloh Rd
Tyler, TX
Company
Henry Dennard Personal Financial Planning
Qualifications
Education: AA Business Administration, Tyler Junior College;BA Business Administration, Louisiana Baptist University;MA Phsychology and Christian Counseling, Louisiana Baptist University;PhD Phsychology and Christian Counseling, Louisiana Baptist University;
Years of Experience: 30
Membership
IARFC
Services
Invoice, Estate Planning, Pension Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. Masroor Ahmad Adnan (RFC®), CFP
(512) 744-4811
10415 Morado Circle
Austin, TX
Company
Amerprise Financial
Qualifications
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, 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:
Mr. Alan C. Kifer (RFC®), CEP, CFP, LUTCF, RFP
(800) 891-8797
515A S. Fry Rd #113
Katy, TX
Company
L.I.F.E. Services, LLC
Qualifications
Years of Experience: 20
Membership
IARFC, MDRT, FPA, SFSP, NAIFA, NICEP
Services
Invoice, Estate Planning, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Annuities, Life Insurance, Long Term Care Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. James C. Neathery (RFC®), CSA
(817) 790-0405
115 South Friou Street
Alvarado, TX
Company
Senior Asset Solution
Qualifications
Years of Experience: 19
Membership
IARFC, MDRT, FPA
Services
Invoice, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Education Plan, Asset Protection, BuySell

Data Provided by:
MG Oficina Svcs
(956) 728-9707
4100 San Bernardo Avenue, Ste 7
Laredo, TX

Data Provided by:
Raul Torres (RFC®), CPA
(361) 854-0822
4118 Ayers St.
Corpus Christi, TX
Company
Raul Torres CPA
Qualifications
Education: BBA, MBA
Years of Experience: 13
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Larry C. Cannaday (RFC®), CSA
(903) 577-7086
2001 West Ferguson Road, Ste. 2000
Mount Pleasant, TX
Company
Cannaday Financial Services
Qualifications
Education: BBA-University of Texas @ ArlingtonCollege for Fancial PlanningSociety of Certified Senior Advisors
Years of Experience: 18
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Charitable Planning, Education Plan, Asset Protection

Data Provided by:
Michael J. Fitzgerald, CPA/PFS, CFP(R), MST
2500 City West Boulevard
Houston, TX
Company
Title: Retirement Planning Texas - President
Company: Retirement Planning Texas - Fitzgerald Financial Partners, LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Texas A&M University - Masters of Tax Consulting
Texas A&M Univeristy - Bachelors of Business Administration - Accounting
Blinn College - Associate of Science - Accounting
Years Experience
Years Experience: 10
Service
Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,Pension for High

Data Provided by:
Teresa B. Kuhn (RFC®), CSA, JD
(512) 301-7702
5005 McDade Drive
Austin, TX
Company
Safe Harbor Strategic Insurance Group LLC
Qualifications
Education: BBA, JD
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Tax Planning, Seminars Work, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, BuySell, 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....

Click here to read more on Zacks.com

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

The opinions expressed by the Correspondents and those providing comments are theirs alone, and do not reflect the opinions of the nSphere or any employee thereof. All data and information provided on this site is for informational purposes only. nSphere makes no representations as to accuracy, completeness, currentness, suitability, or validity of any information on this site and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. All information is provided on an as-is basis. For any questions or to become a Correspondent yourself, please contact us at 617.933.7516.