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       Sagacity Tax & Accounting

                  Overview of Services

Tax Compliance Tax Planning Tax Advising
Entity Structuring Tax Reduction Book Keeping

To learn more about these services please click on the desired service above for more information.  Please contact the firm if you have any questions or if you would like to schedule a meeting.

Tax Thoughts

iconDo you know how contributing to, rolling over and/ or cashing out of a retirement account could be a taxable event?
What are the tax implications of selling real estate; how does the tax treatment of a personal residence differ from an investment property? How should a transaction be structured?
D
o you have changes in your tax filing status due to marriage, divorce and/ or children? Should you change your W-2 withholdings to maximize your monthly cash flow?