Tax time doesn’t have to be painful

We know that tax time causes a lot of stress for many people, but we’re here to make the process as painless as possible. We have years of experience on our side which gives us the expertise to prepare everything from simple individual tax returns right through to complicated trust and estate returns. No matter your situation, we can help.

We go beyond compliance

Our tax service for individuals, businesses, partnerships, estates and trusts goes beyond the standard tax preparation. We also offer tax planning and optimization strategies that are designed to save you money. We work closely with you to work out the best way to minimize your taxes and maximize your future wealth.

We offer a comprehensive range of accounting and tax services that are designed to save you time. Each client gets their own secure online portal which allows you to share documents and information with us. We also use online meeting programs to review and discuss returns and answer any questions you may have.

Individuals and Families

Tax returns and planning

We prepare all types of tax returns including individual, gift, estate and trust returns. We also offer strategic tax planning services which allow individuals and families to prepare for the future. David and the team will work with you to analyze your current and future tax situation and create detailed tax plans so you can manage your finances and make sound financial decisions. In addition to this, we also offer retirement, exit and succession planning, investment tracking for tax purposes, capital gains/losses monitoring, document and record management and guidance and support along the way.

Accounting

As business owners ourselves, we understand the importance of having up-to-date and accurate accounts. That’s why our accounting service for individuals and families includes cash flow reports and budgets, account reconciliation with your financial institution, asset allocation analysis, banking and bill payment and audit representation. With David J Geslin CPA, you’ll get all the information you need to prepare for the future.

Businesses

Every successful business has a solid foundation of accurate accounting and tax compliance. David J Geslin CPA offers accounting services in real time, meaning you’ll have accurate records and financial data as well as better advice from your advisors. Outsourcing your accounting to us means you’ll have decades of expertise on hand to help prepare your annual financials, develop budgets and cashflow forecasts and benchmark your company against your competitors. Whether you want to start a business, grow your business, or sell your business, we can help.

Estates and Trusts

We can also handle complicated tax returns for estates and trusts. Our tax planning service has helped many estates, trusts and their beneficiaries minimize their taxes. Our comprehensive service includes fiduciary tax returns, gift tax returns, estate tax returns, compliance, document preparation, payroll and taxes for household employees, property schedules and investment tracking.

Get in touch with us to get access to a team of experts.

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