Tax Planning and Preparation Services

Fogarty and Associates LLC is dedicated to providing comprehensive tax planning and return preparation services, focusing on our customer’s needs at tax filing time and throughout the year.  We offer tax preparation and planning services for both individuals and businesses.

Whether it is a Partnership, S-Corporation, Individual, or C-Corporation return, we are always committed to accuracy in preparation as well as to providing excellent tax planning to minimize tax liability, thereby strengthening the financial position of our clients.

Excellent tax planning can minimize the tax burden for our clients, helping to boost their cash flow.  Our goal is to be a committed partner to our clients, working with them throughout the year.  We develop personalized plans with tax saving strategies that are customized to the unique situations of each customer.

Year round tax planning and return preparation services has the following advantages:

–    We provide peace of mind to our clients.
We are experienced, trusted financial advisors to our clients.
We help them to plan a suitable tax strategy that meets their unique needs.

–    We provide personalized, one on one guidance and services.
We provide free initial consultation.
We provide answers to brief tax-related questions free of charge in language our clients can understand.

We provide the following services:
–    Preparation and review of both individual and business tax returns.
–    Assistance with responses to IRS and State tax notices.
–    Advanced planning to reduce future taxes.
–    Advice on the future tax impact of current financial and business decisions.
–    Preparation of Non Profit form 990 and State forms.
–    Assistance with formation and administration of Non Profit organizations.
–    Trust and Estate formation and tax filing.
–    Sales and payroll tax calculation.

Our goal is to be an outstanding advocate for our client’s interests.  In order to accomplish this, we offer services that extend beyond the basic delivery of tax documents.  We are available to work with our clients throughout the year.  We strive to assure that our clients are well informed and understand their data.  In doing so, we maximize their ability to make sound financial decisions.

Our staff is highly qualified to provide excellent tax planning and return preparation results that satisfy our clients.  Our goal is to go the extra mile to work with clients where they are in their financial understanding and educate them in ways to improve their financial and tax situation.