Tax Services

Personal Tax & Financial Consulting

Planning is a critical component of managing your money for the future. Your savings after retirement should be guided properly, particularly in reference to 401(k) plans. We provide the following services:

  • Budgeting
  • Business succession planning
  • Debt management
  • Education funding
  • Estate and trust planning
  • Insurance needs analysis
  • Investment analysis
  • Retirement distribution planning
  • Retirement planning

Tax Planning & Compliance

Reduced tax burdens = increased profits. It seems simple enough, but there is power found in professional expertise and attention to details. We help both companies and individuals navigate the process by:

  • Filling out complicated tax forms and related papers
  • Provising advice on investing or saving on appropriate tax plans
  • Advice on tax laws and their effects
  • Providing representation in Internal Revenue Service (IRS) and state tax matters

State & Local Taxes

Everyone attempts to reduce their taxes as much as possible. Tax laws change frequently and therefore your tax savings depend on the effectiveness of your tax consultant. At Leah B. Noel CPA, PC, we understand the need to provide up-to-date tax consultation on the following services:

  • Returns on Sales & Use tax
  • Details of gross receipts taxes
  • Business licenses and fees
  • Income/franchise tax
  • Real estate and personal property tax
  • Inheritance and estate tax
  • Business tax credits