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Tax Planning and Preparation

James DiFrancesco & Associates offers a broad range of tax planning and return preparation services for individuals, partnerships and corporations including:

  • Preparation of Federal, State and local tax returns

  • Representation before IRS, state and local tax authorities

  • Keeping clients informed of tax law changes

  • Estimating tax liabilities and payments

  • Analyzing investment opportunities for maximum tax savings

  • Analyzing inheritance, gift and estate taxes to maximize tax savings

  • Designing compensation, benefits and retirement plans for maximum tax savings.

  • Restructuring operations to generate tax savings

These services can not only minimize tax liabilities, but also help illuminate our clients’ financial situation and help us restore overall balance.

  • Access to our full service QuickBooks Pro program as opposed to the limited on-line version offered by Intuit.

  • Ability to apply our accounting services to your program.. For example: bank reconciliations, monitoring and maintenance of customer and vendor invoicing and more.