Private clients
Private clients are foundational to our practice at Colin Clarence, P.A. We engage closely with each client, whether entrepreneurs or individuals, providing customized tax and financial planning to meet diverse needs effectively. Our goal is to optimize your tax obligations and enhance financial health through strategic planning on both entity and individual levels over multiple years.
Comprehensive Tax Management:
- We offer detailed projections and guidance for quarterly tax estimates.
- Ensure diligent preparation and filing of federal and state income tax returns.
- Identify and utilize tax deductions to maximize financial efficiency annually.
Holistic Financial Planning:
- Our services extend to retirement planning, keeping in mind optimal tax benefits.
- We support a broad spectrum of tax-related needs to reduce overall tax liabilities.
At Colin Clarence, P.A., we aim to develop tax strategies that enhance your financial success and stability.
Private clients form the core of our business. Whether an employee or an entrepreneur conducting business via a closely held business entity (including sole proprietorships, limited liability companies, corporations, s corporations, partnerships or nonprofit entities), our clients are engaged in a diverse set of business sectors including_______________________.
We assist our private clients with tax planning at, and between the entity and individual level to minimize tax liabilities and maximise cash flows on a multi-year basis.
We assist with quarterly estimated tax projections, and projected cash requirements to meet tax payment obligations to help our clients plan and budget for federal and state income taxes.
We prepare our clients’ federal and state income tax returns, while helping to identify and maximise income tax deductions, as well as strategizing on the most tax efficient means of recognizing those deductions on multiyear basis.
We assist our clients in their retirement planning from a tax standpoint in evaluating various retirement vehicles and their associated current and future tax benefits.
We also help our clients identify and evaluate numerous other tax planning techniques including deferment of taxes on like-kind exchanges and exclusion of taxes on the sale of primary residences.
Overall, we are available to run a myriad of tax planning models with a multitude of variables to find the most tax efficient means of reducing income tax liabilities over a multiyear period. Our view is that taxes should never be viewed in the silo of a single tax year.
