Tax Planning & Advisory
HOW CAN I HELP YOU
My Professional Background
At JC Financial Adviser, I bring 20 years of combined experience across all areas of money management, including:
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Financial Planning
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Probate
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Bankruptcy
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Divorce & Taxation
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LP & LLC Formations
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Business Brokering
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Retirement Planning
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Estate & Trust Tax Planning
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Financial & Fiduciary Accounting
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Nonprofit Tax-Exempt Accounting
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OILTA & Non-OILTA Trust Accounting
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Real Estate Representation
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1031 Exchanges
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Mortgage Loans
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Investments
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Tax Planning, Preparation & Resolutions
PRACTICE AREAS
Real Estate Asset Management.
1031 Exchanges & Lending
A real estate asset manager makes decisions that can maximize the property assets of a client. They often recommend properties, analyze markets for opportunities and assist in real estate transactions
Estate & Trust
Fiduciary Accounting
I am a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.
Crypto, Options: Stocks & Other Investments Taxation
Investing in the cryptocurrency market can be done directly through cryptocurrency options, or indirectly via crypto-related stocks and other investment vehicles like ETFs. These investments carry significant risks and volatility and are generally suited for investors with a high risk tolerance
Estate & Trust, Tax Preparation, Planning & Controversy
Estates, Trusts, Gift Returns
Limited Partnerships, LLC, NonProfits, Corporations & Individuals
YOUR SUCCESS
SHOULDN'T BE A BURDEN
Key Points about Wealth and the IRS:
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Focus on High-Income, High-Wealth Taxpayers: The IRS has recently increased its efforts to pursue high-income, high-wealth taxpayers who have not filed their taxes or have outstanding tax debt.
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Increased Audit Rates: The IRS plans to significantly increase audit rates for the wealthiest taxpayers, large corporations, and complex partnerships. For example, audits for individuals with income over $10 million are projected to increase by over 50% by 2026.
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Targeted Initiatives: The IRS has launched initiatives to pursue these taxpayers, resulting in significant amounts of recovered taxes. For instance, nearly $1.1 billion has been recovered from approximately 1,600 millionaires with delinquent tax debt.
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In summary, the IRS is actively working to ensure that wealthy individuals and high-net-worth taxpayers comply with tax laws, utilizing increased funding, specialized units, and advanced technologies to identify and address non-compliance.
FIND PEACE OF MIND WITH TAX PLANNING
Client Reviews
My clients share their success stories and experiences working with me.
Eleazar & Lourdes Merino Business Owner March 2013
We are grateful forever. I owed $ 65,000
to IRS but JC negotiated for us and
settled our tax debt for only $ 1,200 dlls..
Scott Richards. Esq
Attorney at Law 2008
Thanks JC for your help.
Bankruptcy 7 & 13 plans
Julia M. Dunbar Esq.
Tax Attorney 2024
I obtained $70,000 Thousands Dollars in ERC.
Employee Retention Credit... Thanks JC
LET'S HAVE A TALK
Contact JC
Have questions? Fill out the form below for a free consultation