Sagacity Tax & Accounting
Services
Tax Compliance
The Firm offers preparation of a variety of tax returns including Forms 1040
(individuals), 1065 (partnerships including LLCs), 1120 (C Corporations) and
1120S (S-Corporations.)
Tax Planning and Advising
The Firm offers advice on how life’s events affect your tax situation. Marriage,
divorce, children and employment changes may all affect your tax situation, do
you know how? How do distributions from a retirement account affect income tax?
How about rolling over a 401(k) to an IRA, furthermore, what if you want to
convert the traditional IRA to a ROTH IRA. You need to know how your tax
situation may be affected BEFORE executing the transaction. Sagacity Tax &
Accounting is able to answer your questions and clarify any ambiguity.
Entity Structuring
The Firm offers advices and assistance on how to structure an entity. Should you
set up an S-Corporation or continue to be taxed as a Schedule C taxpayer? More
importantly, do you know why? Sagacity Tax & Accounting will assist you to navigate
these waters to determine the best entity structure solution for you and your
business.
Taxing Authorities Assistance
Do you owe back taxes? Is the IRS or state taxing authority contacting you
constantly for payment? The Firm offers services to assist you when dealing with
back tax issues. Please contact the Firm to set up a meeting.
Bookkeeping
The Firm offers bookkeeping services to clients on a case by case basis. Please
contact the Firm for a consultation.
