At Stanford, Munko & Co., P.L.L.C, we believe that careful tax planning plays a crucial role in our clients’ financial success. While we place great emphasis on the preparation of complete and accurate tax returns, we believe tax planning decisions that occur on a continual basis throughout the year are what determine a successful tax result. We seek to work closely with our clients trusted financial advisors, retirement plan specialists, and other professionals in a team-oriented approach to ensure the best possible result for our clients. We specifically advise our clients regarding decisions related to:
- Tax projections and tax payment planning
- Timing of financial transactions
- Real estate transactions
- Gifting
- Estates
- Business transactions
- Trusts
- Entity structures
- Should you set up an entity? What type would be best for you?
- How to set up and utilize the features and benefits of an entity
- Entity tax reporting and compliance
- Business reporting
- Business tax deductions
- Retirement fund planning and setup
- Stock option exercise decisions
- Retirement timing
- Wage structure and employee benefit planning
