We help business owners and high net worth individuals concerned about large capital gains taxes utilize tax deferred trusts to defer their tax liability. If you have property, cryptocurrency, or other investments and are concerned about triggering large capital gains taxes reach out to Whittmarsh and we can help you decide if a deferred sales trust is right for you.
We help you understand gift and estate tax consequences and the strategies that can be used to mitigate them. Whittmarsh will work with you to implement a strategy so you are never faced with overwhelming tax bills. We will help you lower your estates tax to help your family in the future.
We're not your typical "year-end" tax and accounting firm. We serve as your outsourced accountants throughout the year. We'll handle everything so you can stay focused and profitable.
We will start by cleaning up your bookkeeping and catching everything up so you are setup just right.
We will deep-dive your tax return and accounting to find opportunities to save in taxes.
We will put together a specific plan for you to reduce taxes in the current year, and over your lifetime. We'll update it often.
We will make sure your accounting and bookkeeping is always up to date.
We take the confusion out of payroll, and help you onboard new clients, contractors and employees.
We will pay in your taxes according to the tax plan we created and ensure you never fall behind or give the government more than necessary.
We will help you understand your business and numbers by providing dashboards and reports that are helpful for you.
We will meet well before year end to help you make any major decisions around spending and investing.
We will close out your financial year and provide helpful reports.
Your business and personal taxes are made easy since we have done your bookkeeping and payments through the year.
We will take care of your year end tax returns.
We will help you build wealth and mitigate risks along the way.
Procrastination leads to overpaid taxes and more stagnation, book a call today and we are certain you will enjoy the process.
With Whittmarsh, you can be sure you are making informed decisions for your business and family in Miami FL.
We understand that you want to be sure in choosing the right trust for your unique needs.
Trusts play a crucial role in protecting your assets and providing for your family's future.
However, navigating the world of trusts can be overwhelming.
Our experienced team is here to guide you through the process, helping you choose the right trust structure tailored to your business and family's specific needs.
With our expertise, you can make informed decisions that optimize tax efficiency and ensure a secure financial future.
Trusts, estates, and gifts come with unique tax obligations.
Our dedicated team in Miami FL understands the complexities involved and has extensive experience in preparing accurate and compliant tax returns for trusts, estates, and gifts.
With our meticulous attention to detail, you can have peace of mind knowing that your tax returns are prepared correctly, minimizing the risk of penalties and maximizing tax savings.
Gifting can be a wonderful way to share your wealth and support loved ones.
However, it's essential to understand the tax consequences and plan strategically to avoid unnecessary tax burdens.
We provide expert advisement on gift tax matters, helping you navigate the complex rules and regulations surrounding gifts.
Our proactive approach ensures that you make informed decisions and take advantage of available tax exemptions and strategies to minimize your tax liability.
Trusts offer powerful tax-saving opportunities, allowing you to reduce your tax burdens significantly.
We specialize in helping clients near Miami FL understand how trusts can be leveraged to minimize tax obligations.
Our team will work closely with you to develop tailored strategies that maximize tax benefits, whether you're looking to establish a:
Miami Florida business owners and high-net-worth individuals often face substantial capital gains taxes when selling properties or investments.
Our team specializes in deferred sales trusts, offering a viable solution to defer capital gains tax liabilities.
If you're concerned about triggering significant tax bills from the sale of property, cryptocurrency, or other investments, our experts can guide you through the process of setting up a deferred sales trust.
By deferring your tax liability, you can preserve more of your wealth and maintain greater control over your financial future.
Estate and gift taxes can pose significant challenges without proper planning.
We understand the complexities of estate and gift tax laws in Florida and provide comprehensive planning services in Miami to help mitigate these obligations.
We will work closely with you to develop personalized strategies that minimize estate and gift taxes, ensure financial security for future generations.
By implementing effective estate and gift tax planning strategies, we help you:
Our proactive approach ensures that you are never faced with overwhelming tax bills, allowing you to preserve more of your estate for your loved ones.
With Whittmarsh as your personal accounting partner, you can confidently navigate the complexities of trust and estate tax return preparation and advisement.
Our integrated approach ensures that all aspects of your financial situation are considered, resulting in optimal tax efficiency and peace of mind.
Whether you need assistance with tax returns, gift tax advisement, leveraging trusts for tax reduction, or estate and gift tax planning, our team in Miami, FL, is here to provide expert guidance tailored to your unique needs.
Our Accounting & Tax Services
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