Services

Tax and Compliance Services

WINCO Planning, LLC is qualified to handle most areas of taxation and can represent clients with resolving tax disputes.   Our services include:

Tax Preparation

IRS Representation

Settlement of prior tax liabilities

Tax Research

Tax Planning

Our tax engagements include:

  • Tax return planning and preparation
  • Estate tax planning
  • Income tax planning
  • Assisting clients with examination of their returns by taxing authorities
  • General consultations

Income Taxes, IRS representation and Business Planning

Individual Income Tax Preparation and e-filing

Corporate Income Tax Preparation

Prior Year Tax Preparation

Financial Services (Business & Personal)

Incorporation Services Including Consulting, Formation, and Tax Elections

Tax and General Business Consulting

At WINCO PLANNING LLC, you are more than a client; you are a special friend.

Private personal accounting services in a private and convenient environment

Limited number of clients

Year-round service, easy availability and flexibility

Close professional working relationship with that personal touch

Customized solutions for you and your situation

A broad range of financial experiences and resources by an experienced accountant

Greater accessibility to meet your needs

Income Tax Services and Business Planning

The income tax, business planning, and consulting services offered by WINCO PLANNING, LLC make us unique. Each client has his or her personal strengths and desires, and we take time to listen and offer advice on each client’s situation. We enjoy being proactive throughout the year and offer ideas whenever possible.  We also believe this information exchange allows our clients the opportunity to be efficient and to maximize their tax-saving potential.

  • Private personal accounting services in a private and convenient environment
  • Limited number of clients
  • Year-round service, easy availability and flexibility
  • Close professional working relationship with that personal touch
  • Customized solutions for you and your situation
  • A broad range of financial experiences and resources by an experienced accountant
  • Greater accessibility to meet your needs

Tax return planning and preparation

At WINCO PLANNING, LLC   we strive to provide you with an accurately prepared tax return to file with the IRS.  With more than 25 years’ experience preparing personal and small business returns, we are confident we can meet your tax needs.

WINCO PLANNING, LLC offers services beyond basic tax preparation. We provide an annual analysis of your financial position.  We do not sell insurance or investment products so we provide you with an unbiased opinion.   We offer a coordinated, comprehensive financial plan to our clients on a yearly basis.

We emphasize building and maintaining a long-term personal relationship with you by ensuring continuity of service. Our aim is to help you maximize wealth by minimizing tax liabilities, as well as give you peace of mind by structuring your affairs to your greatest advantage.  Are you are looking for a trustworthy personal tax advisor who understands your situation and guarantees your long-term privacy.

You can feel assured that your tax preparer is knowledgeable, trustworthy, caring and you will experience the least amount of stress possible.   We are available throughout the year to help with any tax related issues that may occur.  We understand that you are looking for a trustworthy personal tax advisor who understands your situation and guarantees your long-term privacy.  Our rates are also very competitive.

Business Planning

WINCO Planning, LLC will assist you in selecting the best form of entity for your business (e.g. “S” corporation, sole proprietor, limited liability company (LLC).

WINCO Planning, LLC can incorporate your business and assist you in setting up your accounting systems.

WINCO Planning, LLC prepares business plans to assist emerging firms seek the capital needed to grow their businesses.

WINCO Planning, LLC provides business planning services and subsequent managerial advice during the critical start-up phase of operations.

IRS Representation & Tax Controversy Resolution

If you receive a letter for the IRS or the State Tax Agency notifying you of a tax audit or collection action (IRS tax lien, IRS tax levy or property seizure), you need professional assistance.  Taxpayers who represent themselves hoping for a favorable resolution of their IRS tax controversy or state tax controversy, or who are represented by individuals who lack in-depth knowledge of the IRS or State Agency procedures and practices, can find themselves owing more than the professional representation fees they believed they saved.

The following are just some of the areas where I can help you get through the process:

IRS audit notice

IRS collection action (liens, levies and seizures)

IRS notice of delinquent returns

Innocent Spouse

Injured Spouse

Installment Payment Plans

Offers in Compromise

Assessed Penalties (IRS Service Center)

Collection Appeals Collection Due Process

Penalty and Interest Abatements

Administrative Appeals

 

 

 

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