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...the Missing Piece in your Financial Puzzle. Call today to learn how we can help you with your business or personal financial concerns.
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Tab Two
- Maximizing Refunds and Speeding Refund Delivery
This filing season, there are several steps taxpayers can take to maximize their refunds and speed the delivery of money from the IRS. Taxpayers should look into the numerous tax breaks available and take every credit, deduction and exclusion for which they qualify. More... - IRS Presents: Top Ten Tax Time Tips
1. Gather your records…now! It’s never too early to start getting together any documents or forms you’ll need when filing your taxes: receipts, canceled checks, and other documents that support an item of income or a deduction you’re taking on your return. More...
Tab Three
- Accounting Services
if you have grown to where the number of transactions you have to record each day is just overwhelming your internal resources and capacity to cope, call in the Reeder team. We’ll worry about all those financial details so you won’t have to. And our services can grow right along with your business... More... - Keeping Good Records
You can avoid headaches at tax time by keeping track of your receipts and other records throughout the year. Good recordkeeping will help you remember the various transactions you made during the year, which in turn may make filing your return a less taxing experience. More...
Estate and Trust Tax Preparation |
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Estate Planning: I work closely with financial planners, attorneys and other professionals to give you access to the full range of estate planning options from probate estates to family limited partnerships to charitable gifting vehicles. At Reeder we have wide experience in dealing with all areas of postmortem tax planning. Fiduciary Income Tax Return Preparation: At Reeder we are familiar with all areas of fiduciary tax preparation from simple to complex trusts, charitable trusts and unit trusts. Estate and Gift Tax Return Preparation: We use our wide knowledge in Estate and Gift tax law to submit inter- and intra-state returns as well as Federal returns to minimize the tax burden from these annuities. Estate Accounting: Courts require financial summaries in a specified format for probate, trusts and conservatorships. We are familiar with the standards and requirements for both trustees and beneficiaries. Fiduciary Administration and Personal Management Services: Another specialized field where our extensive experience is used to provide limited or total services, as required. |
Our fiduciary department is a part of our comprehensive commitment to a total services package here at CDRCPA where we offer: