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Consulting and Planning

The quality of the information one receives improves the quality of decisions that one makes and opens additional dialog for better understanding of options.  Lethert Tax Accounting Systems, Inc. provides a wide range of information and guidance to individuals and businesses.  Though no one can predict the future, at Lethert Tax Accounting Systems, Inc. we strive to meet each client's specific needs in planning for the future and achieving goals in an ever-changing financial and regulatory environment.

Our Consulting and Planning Services include:


Withholding and Estimated Tax Planning

How and when you pay your tax can have a significant impact on the amount of tax you pay. When it comes to filling out a W-4 with your employer or paying quarterly estimated taxes, the choices you make can have serious implications on the amount of tax you may ultimately owe a year from now. With today's complex tax rules and the many new deductions or credits that may be available, the formulas shown in the instructions for completing a W-4 or the general rules of thumb used to determine quarterly estimates may not arrive at the optimum solution. Just like going to your doctor for a routine checkup, we advise that withholding and estimated tax payments be reviewed at least every 6 months.

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Tax Advice and Tax Planning

At Lethert Tax Accounting Systems, Inc., we guide our clients through a full range of tax planning decisions with customized strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. With our guidance we can help you make informed choices that help achieve your financial goals sooner and with less stress.

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General Consulting Services

At Lethert Tax Accounting Systems, Inc., we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our business advisory services bring years of financial and business insight and experience to your management team to help improve your business decisions or place differing opinions into a meaningful context, all adding up to more success for your business.

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Tax Basis Research of Market Investments

Do you have an old stock on which you cannot find any of your original cost documents or which have gone through numerous splits and mergers? Does the statement you receive from your broker show investments with "N/A" in the cost column of their Unrealized Gain or Loss Report? This could be a big tax problem for you in defending yourself in an audit with the IRS. For a fee we will research the investments you select using forensic techniques, any records you can provide and the available public data to estimate your original cost. Obviously, if you can at least provide an original quantity acquired and date of purchase, our research time will be considerably reduced and our estimate will be far more accurate.

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Investment Review

As you develop your investment strategy, unlike your broker who may have a biased interest in what investment products are made available to you, we will act as an independent and objective advisor. We can help you and your investment broker build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we provide financial projection and forecast reports. These reports can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Whether you are developing a retirement investment strategy or evaluating current investments for their ultimate retirement benefit, Lethert Tax Accounting Systems, Inc. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long period for the government to tax your future away and a very short period of time before your retirement is staring you in the face. We can help you to take the proper steps to reach your goals.

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Higher Education Cost Planning

In today's world, a decent paycheck is often a result of your level of education. With college costs skyrocketing, the earlier a parent starts to plan for their child's higher education, the more likely that child will have access to educational opportunities that can lead to well paying jobs. Let us show you current ways to reduce the future cost of college and if not to make it cheaper, at least make it more economic on your pocketbook until your child actually starts moving forward in life.

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Estate and Trust Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your personal or business assets. Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Every individual should have a well-thought-out plan as to how to distribute the assets left in their estate so as to avoid complications and to be sure that their wishes are followed. We can guide you through the process of getting your financial affairs in order. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have added complications to deal with during a time of grief and loss. For certain types of business activities, structuring a family LLC or trust around the activity can assure continuity of operations and maintain a smooth succession of ownership. Lethert Tax Accounting Systems, Inc.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize tax liability, thus optimizing the moving of property to your intended beneficiaries or charities.

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Debt and Finance Advising

Whether your needs are corporate or personal, Lethert Tax Accounting Systems, Inc.'s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

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Business Entity Selection and Restructuring

The type of business entity within which you choose to conduct your business activities can have a significant impact on the amount of taxes your company will owe and the liabilities to which your company will be obligated. Hence, the form of entity (e.g. "S" corporation, sole proprietorship, limited liability company, etc.) is a crucial decision that can have longstanding implications, both positive and negative. We can assist you in selecting the type of entity that is best for your type of business activity. From your company's inception through its growth and development, Lethert Tax Accounting Systems, Inc. can advise you on the advantages of each entity choice and even change your entity selection as your business activities mature. With our knowledge and guidance, you will always be receiving the optimum benefits for the functions your business performs.

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Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth. We can then assist you in developing solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

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Management Advisory Services

Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

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Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day-to-day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of preparing your company for its inevitable sale or transfer to new owners.

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Business Evaluation

The range of needs for determining the viability of businesses continues to widen, and Lethert Tax Accounting Systems, Inc. can provide in-depth analysis to help you identify and analyze the factors that drive the success of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert assistance can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

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Employee Pension, Profit-Sharing and Other Benefits Planning

Choosing and administering benefit plans for your employees is often a complex process. Lethert Tax Accounting Systems, Inc. can coordinate with your lawyer, investment broker and third-party benefits administrator to help you develop and implement benefit, retirement, or profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to the success of your company.

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Record Keeping Technology Planning

As technologies rapidly advance, both companies and individuals increasingly need to update and modernize the way financial records are maintained and financial information is communicated. Lethert Tax Accounting Systems, Inc. operates on the cutting edge of technology. We can assess and gauge both your personal and business informational competencies and provide support in choosing and implementing new hardware, networks, mobile apps and the like to improve the speed and accuracy of the financial information you need on a daily basis.

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