top of page
Tax forms, coins, pen, laptop and calculator on light grey table, flat lay.jpg

Business and Personal Taxes

Precision Tax Solutions for Your Business and Personal Needs

At Franciscan Financial, we specialize in providing expert tax services tailored to business and personal needs. Our dedicated team ensures precise tax planning and preparation for your business, handling complexities and optimizing savings. For personal tax services, we offer comprehensive solutions to maximize deductions and streamline your filings. Our team provides personalized solutions to optimize your tax position and support your financial goals.

What We Do

  • Tax Planning: Develop strategies to minimize tax liabilities.
    Advise on tax-efficient structures. Advise on tax-efficient investments and financial planning.

​​

  • Tax Preparation: Prepare and file federal, state, and local tax returns.
    Ensure accurate reporting of income, expenses, and deductions. Identify and apply eligible tax credits and deductions.

​​

  • Compliance: Ensure adherence to tax laws and regulations. Keep up-to-date with changes in tax legislation.

​​

  • Audit Support: Provide assistance during tax audits. Prepare documentation and respond to inquiries from tax authorities.

​​

  • Entity-Specific Planning: Advise on tax implications for various business entities (e.g., LLCs, corporations, partnerships).

​​

  • Sales and Use Tax: Manage sales and use tax compliance. Assist with preparation and filing of sales tax returns.

​​

  • Retirement Planning: Provide guidance on tax-efficient retirement savings and withdrawals.

Benefits of Business & Personal Tax Services

Professional tax filing services offer peace of mind by ensuring accuracy and compliance with tax laws. At Franciscan Financial, we identify eligible credits and deductions that can reduce liabilities, and provide expert guidance on complex tax situations. By managing the details of your tax returns, these services help minimize errors and avoid potential penalties.

bottom of page