Income Tax Preparation – Personal Financial Services

As a full service CPA firm we can provide our clients with tax, business planning,accounting, auditing services as well as specialty services. We are able to guide clients with short-term and long-term business planning that integrates tax issues with economic issues. We recognize that planning for the business entity must be integrated to meet the financial goals of its owners.

Individual Services

When it comes to income tax preparation, it’s never too early to start thinking ahead. At Kollmeyer & Company, we want to be more than the place you turn to once a year to prepare your taxes. We want to be your personal tax consultant. Minimizing your tax bill is what we do best, it’s our priority. Working together, we can proactively prepare your income taxes with tax saving strategies and ideas regarding how best to accelerate or defer income and deductions. We look forward to the opportunity to provide you with personal, individualized tax services that will make a positive, long-term difference to your financial future.
Estate planning is vital to ensuring you leave your heirs with a secure financial future. Thoughtful, proactive estate planning can keep your family from suffering from financial fear, or ultimately, financial devastation. At Kollmeyer & Company we have the experience and accounting tools needed to design an estate plan that will work best for your family. Every family is different and we can tailor estate plans that fit your specific needs. Don’t put it off any longer. Your family will appreciate your wisdom and ability to plan for the future.

Like-kind property exchanges are popular for a good reason. They provide investors with a way to trade property for something comparable in nature, thereby deferring capital gains taxes. Here’s how it works… typically, when you sell a property and make a profit, you pay taxes on the capital gains. However, the tax code provides a way to encourage investors by offering a deferred tax when you reinvest that profit in a like-kind property. The gain is effectively deferred until you sell the property at some time in the future. Like-kind property exchanges can provide tremendous deferred tax savings. At Kollmeyer & Company we have the experience to guide you through a like-kind property exchange with confidence and expertise. Call us if you’d like to learn more about this valuable tax tool.