Our Services
At Michael D Frank, Accounting, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.
We provide a full range of tax and accounting services for our clients.
Tax Services
At Michael D Frank, Accounting, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings. We focus on timely communication to provide our clients with excellent service. Our clients receive the most experienced technical expertise we have to offer.
We offer the following tax services:
Federal, State and Business Tax Services
Tax Return Compliance
Preparation of federal and state tax returns is the core of our tax services. High-levels of technical expertise allow our tax professionals to ensure our clients’ tax returns are prepared efficiently and timely.
Accounting Method Reviews
We review businesses’ tax accounting methodologies for proper accounting and accounting method strategies to maximize income tax benefits.
Audit & Appeal Representation
We possess the expertise and experience to represent taxpayers before tax authorities. Our tax professionals understand the dispute resolution and appeals process and work diligently to obtain you the most favorable results.
State and Local Tax Specific Services
Sales and Use Tax Determination
We can assist you to understand the sales and use tax consequences of specific transactions and ensure you meet any filing requirement.
Tax Planning Services
Federal Income Tax Planning
We aid businesses and individuals with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.
State and Local Tax Planning
Our team understands the structural and transactional underpinnings of state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:
- Income tax
- Franchise tax
- Sales and use tax
- Property tax
- Other miscellaneous taxes
Other Tax Services
Tax Updates
We keep our clients up-to-date on the latest federal, state and international tax issues through webinars, newsletters, website postings and face-face to meetings. By staying ahead of tax issues, we can communicate how they will impact your operations quickly and address them in a timely manner.
Individual Tax Services
When it comes to individual taxes, change provides opportunity. We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.
Estate and Trust Tax Services
If you have not considered what will happen to your hard earned assets as you age and eventually pass on, you should. Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries.
We will work with you to design an estate plan customized to your particular needs by utilizing a variety of planning vehicles such as family limited partnerships, trusts and charitable entities. Our team can assist you by performing the following:
- Review wills and trust instruments.
- Estimate estate taxes and strategize alternatives that may provide tax savings.
- Prepare gift and fiduciary tax returns
Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.
