General Services: An Overview
 Taxation and Accounting Strategies and Services
1.Taxation filing strategies: minimizing liabilities while maintaining
total compliance with tax authorities
Our aim is to increase the rate of approved acceptance of tax returns by the tax authorities, and minimizing the need for any client audits.
Implementing annual (quarterly for medium-size companies) review of financial results.
Month end book closing and review for tax audit risks.
Specific tax advice for doctors.
Intervening with tax authorities during client audits.
Specific measures to reduce your tax liability.
(A) Special tax measure No. 40 - when and if an individual or a company donates assets to non-profit entities, whose objective is to serve the public interest, the gain realized on the assets given up is tax exempt for income tax purposes,while the company can deduct the assets at their fair market value on its business income tax return.
(B) Special tax measure No. 70 - when and if an estate donates assets to non-profit entities, whose objective is to serve the public interest, the gain realized on the assets given up is tax exempt for estate tax purposes, while the estate can reduce the total asset basis, which is subject to estate tax, by the fair market value of the assets given up, thereby lowering the amount of estate tax.
2.Strategies for protecting and
managing assets and strategies on property tax
Protecting companies by maintaining a going concern status by way of a management change, transfer of equity interest stocks and so forth.
Private banking service (financial stewardship) for individuals.
Advice on writing clear and concise wills.
Advice on donating assets to charitable trusts.
Advice on company reorganization from the tax perspective.
3.Accounting Guidance
Bookkeeping advice
Guidance on accounting for non-profit entities whose objective is to serve the public interest.