Peace of Mind

Richard A. Barber, CPA, PA

Tax Planning

Tax Planning in Winter Springs

Tax season may only come around once a year, but that doesn’t mean you shouldn’t be thinking about it year-round. Being proactive about your taxes will allow you not only to be better prepared for filing, but it can help you hold onto more of your hard-earned capital.

Richard A. Barber, CPA, has the experience and expertise to help you devise and apply an intelligent tax strategy, preparing you for next tax season and beyond. We serve individuals and small business alike from our convenient Winter Springs, FL office. Don’t set yourself up for frustration and expense by waiting until the last minute – schedule a consultation with us today.

Our Tax Planning Services

We offer tax planning for a wide variety of circumstances and clientele. Our services include:

  • Individual tax planning
  • Tax planning for businesses
  • Tax advisement for trust funds
  • Tax advisement for estates
  • Retirement tax planning

Tax Strategies for Small Businesses

Navigating the nuances of tax laws and legalities can be a real headache for a small business working to establish itself. We help business owners understand their tax requirements, look for deductions and programs they can take advantage of, and establish a record-keeping routine that will leave them better prepared for tax filing or potential audits.

E-Commerce merchants may especially need tax planning due to the new sales tax ruling recently passed by the Supreme Court. Contact us to learn more about these new regulations and how they may affect your business.

Tax Strategies for Individuals

Your financial circumstances are as unique as you are, and your approach to taxes should be no different. We consult with you to understand the full nature of your financial circumstances and develop a comprehensive tax plan that will provide the greatest benefit to you. Strategies can include splitting income amongst family members to qualify for a lower tax bracket, deferring income for greater savings, or utilizing savvy investment strategies and deductions to help you keep more of your money in hand.

Considering your retirement? Whether your retirement is years away or close at hand, we can help you strategize your financial approach to minimize your overall tax liability now and when your working days are done.

Income Tax Counseling for Estates and Trust Funds

If you are the beneficiary of an estate or trust, having sound financial planning can make a massive difference in how much of that money makes its way to you in the end. We’ll help you navigate tax regulations and determine the best plan for you to make the most of your inheritance or trust.

Expert Financial Guidance in Winter Springs

Whether you are an individual or a business owner, your finances will benefit greatly from the financial guidance of an experienced accountant. Richard A. Barber provides professional advice to individuals and businesses on everything from taxes to financial strategies to accounting with QuickBooks, empowering his clients to take charge of their assets and thrive. Set up a consultation today to take your finances to the next level.

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