A Good Place To Start
Tax Return Preparation
Our clients trust us to advise and plan for the lowest fair tax when filing any tax form. We are experienced in all facets of tax preparation; individual, small business, partnership, and estate returns. We will ensure that you consider all of your legal deductions so you realize your full tax benefit. Our comprehensive interview techniques and computerized return preparation process assure that your return is complete, correct, and presented to you in a timely manner.
Representation Before the IRS
Are you having problem with the IRS or the state? If you owe past due money, if you receive puzzling correspondence from the IRS, or if your return has been selected for an audit, we are fully qualified to assist you. We guarantee the accuracy of our work and will represent your interests as the need may be. We are here all year, easy to contact.
Tax Planning
We can help structure your transactions to minimize the legitimate amount of tax you pay. Through careful evaluation, we will assist you in planning your tax obligations for the entire year, so there won't be any surprises at tax time. We'll also be on hand to explain the tax structure so you'll know where your money is going. We are well equipped to ensure that you gain the full benefit of your deductions through our intensive continuing education and training.
Other State Tax Return Preparation
Our staff has extensive experience in preparing returns for all states in the U.S. and the preparation of multiple state returns in conjunction with taxpayers relocating or working outside their state of residence during the year. Properly prepared state returns can avoid serious repercussions at a later date.
Relocation Tax Issues
We can assist with tax issues concerning relocations from state to state. In addition to being experienced in preparing returns for all states, we specialize in home sales, moving expense deductions, pension rollovers, part year and non-resident income allocations for the various states.
Trust & Estate Services
- Revocable (Living) Trusts
- Insurance and other Irrevocable Trusts
- Family Limited Partnerships
Efficient planning, trustee and fiduciary services, financial and investment advisory, and legal expertise provided for adequate and appropriate estate protection and administration.
Investment & Retirement Services
- Asset Allocation
- Risk Assessment
- Information you can use
- We listen with interest
- Get ready for investing
- Never underestimate risk
- Be true to yourself. Identify goals
- Understand the path to your success
- Review & update everything
We specialize in small business start-up services:
- Entity choice and formation
- Complete forms and filing service
- Payroll services
- Create and support bookkeeping and management
reporting systems tailored to specific needs and skill levels - Loan proposals and business plans
- Objective and informed forum for success planning
We conduct strategic analysis for small businesses:
- Succession planning and business valuation
- Buy/Lease options
- Financial statement analysis
- Pension Plans
E Thomas Associates Inc. is a registered investment advisor in Kentucky.
Dave Smith & Tony King are Registered Representatives of and securities are offered through Dalton Strategic Investment Services, Inc., member FINRA & SIPC. 6408 River's Edge Rd, Greenville, OH 45331
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