Tax Planning
Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Pacific Financial Solutions Advisors have in-house tax planners.
Some of our Tax Services include the following, but not limited to:
- Tax Advisory
- Tax Planning
- Tax Minimization Planning
Complete Personal Income Tax Preparation: We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.
Tax Preparation
Our firm offers professional preparation of all federal, state, and local tax returns at competitive affordable rates.
IRS and State / Local Representation
Our staff knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local authorities. We are also experienced in negotiating in Compromise with the IRS and various States.
Tax Planning
We continuously monitor federal, state, and local tax law changes to allow our clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.
Sales Tax Services
Our firm prepares all sales tax filings and offers full sales tax audit representation.
Estate, Gift and Trust Tax Return Preparation
We provide expert preparation of federal and state estate, gift and trust tax returns.
Schedule Your Appointment with
Michael Sondheim
Today!
Phone (425) 417-9813
Disclosure: Investment Advisory Services offered through South Cove Financial, LLC. South Cove Financial, LLC a Registered Investment Advisor. Pacific Financial Solutions and South Cove Financial, LLC are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pacific Group Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by South Cove Financial, LLC.