Warminster Financial
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Designed by James Tunner
 

 

We take pride in cultivating long-term relationships with our clients. We concentrate on maintaining a close relationship with clients throughout the year and on being responsive to their needs. We are a service organization and as such, we understand that the obligation we have, on a continuing basis, is to earn client patronage through responsive service. Our approach encompasses the idea that our services should be viewed as a contributing factor towards better accounting, business and administrative practices. As we become aware of the need or opportunity, we provide recommendations or suggestions for improvements in systems and procedures. 

 

Tax Services

 

  • Income Tax Planning and Preparation - Throughout the year we work with clients to plan their tax strategy. We prepare a significant number of Federal income tax returns as well as income tax returns for many states. We take advantage of the latest computer technology to provide clients with the best products in the least amount of time. We have a reputation for timely and accurate service. Our policy is to not request extensions of time for filing returns if at all possible.
  • Estate and Fiduciary Tax Return Preparation - A significant part of our tax practice involves the preparation of estate and inheritance tax returns. In addition, we prepare a significant number of fiduciary income tax returns for clients and bank trust departments. If you are an executor, trustee, or attorney with a need for timely and professional preparation of estate or fiduciary tax returns, call on us.
  • Estate Tax Planning - We have extensive experience in estate planning. We work with experienced attorneys, bank trust departments and other professional advisors in developing a plan that minimizes estate and inheritance taxes, while achieving the client's objectives for family transfers. These techniques include the use of unified credit trusts (bypass trusts), qualified terminable interest trusts, irrevocable life insurance trusts, family limited partnerships, lifetime gifts, and charitable trusts.

 

 

Consulting & Other Services

 

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 and develop 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. The following is just a few of the areas in which we provide consulting services:

Accounting software selection and implementation

Type of entity selection

Buying/selling a business

Financial & retirement decisions

Estate, trust & gift planning

 

IRS representation.During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

What's New

20. July. 2009
We have launched our new site.