Individual Tax Planning & Preparation

We are Your Tax Specialists

Year-round planning is the key to preserving your bottom line.

We are your complete tax planning and preparation resource. Minimizing your tax liability is our main objective and that begins with consistent planning. Our accountants will assess your current situation and implement tax saving strategies to guarantee you’re taking full advantage of all the latest tax laws that affect your personal wealth while keeping you in compliance with the IRS.

We will:

  • Offer to pre-calculate your personal income tax liabilities before year-end to avoid unpleasant surprises.
  • Offer guidance financial/investment decisions made throughout the year that will impact annual tax liability.
  • Analyze your records at year end for over-looked deductions.
  • Employ tax strategies that will allow you to achieve your short term and long term goals.
  • Remain up-to-date on the changing tax laws that affect you.
  • E-file your tax return for increased convenience, efficiency, and security.

Financial Statement Preparation—Depending on your company’s needs, our financial statement services comprise two levels of assurance:

  • Reviews provide limited assurance to outside interests, and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
  • Compilations are usually requested for internal purposes and are based on information provided by a company’s management. They do not offer assurance, but may involve some adjustment to accounting records.

Client Center

Contact Us

1575 Indian River Blvd, #C240
Vero Beach, FL 32960-7126

Phone: 772.231.1440
Fax: 772.569.4423
Email: info@coltoncpa.com 

Memberships

Phone: 772.231.1440 • Fax: 772.569.4423
Email: info@coltoncpa.com