- Tax PlanningTax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.
- Tax ServicesFrank's Tax Service is an IRS-authorized Certifying Acceptance Agent (CAA). You can apply for an Individual Taxpayer Identification Number (ITIN) in person for yourself and your family members at our Lexington, NC office. This will prevent you from having to mail your proof of identity and foreign status documents. After processing, the IRS will mail your ITIN to you, allowing you to file your Form 1040 tax returns. To apply, you must make an appointment online with Frank Broadway, EA, or call our Lexington office at 336-238-1040.
- Roth IRADevelop investing basics. Set up online access for your own retirement accounts or taxable investment accounts so you can show your family the power of compound interest firsthand. You can even consider setting up investments for your kids. If they have earned income, for example, they can start investing with a Roth IRA.
- Form 1065Form 1065 for Partnerships For business partnerships, we prepare and file your return while maximizing tax benefits and ensuring compliance.
- Tax DeductionsKids getting older tax surprise. Your children are a wonderful tax deduction if they meet certain qualifications. But as they get older, many child-related deductions fall off and create an unexpected tax bill. And it doesn't happen all at once.
- Income TaxAnd Congress keeps adding to this complexity with what seems like an ever-growing list of what is and is not taxable. With the April filing deadline right around the corner, this month’s newsletter has a fun quiz to test your knowledge about what our tax code says is subject to income taxes.
- Tax Return Preparation
- Business Tax Return PreparationOur Small Business Tax Return Preparation Services encompass a variety of tax forms to accommodate your unique business structure. In addition, we handle tax preparation for the following...
- Accounting Services
- Payroll Services
- Bookkeeping Services
- Financial Planning