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Tax Planning and Compliance

Get Tax Planning and Prep Assistance from a Lake Mary CPA

When it comes to filing taxes, most would like to get them done as quickly as possible and get back the most money to which they are entitled. While this seems like a straight forward process, meeting your tax goals can often be overwhelming without professional assistance. Planning and preparing your taxes early with the help of a CPA is the best ways to get the most out of your return.

At Dan Calton, CPA, we've been providing tax services individuals and businesses in Lake Mary for over 25 years. We go beyond simple tax compliance to provide strategies that minimize your liability and maximize your after-tax income.

Creating an Efficient Tax Plan

Our tax experts can help you defer income so you can keep more money now and pay less taxes later. Our comprehensive tax planning services also include strategies to grow and preserve your assets and reduce taxes on income, estate, investments, retirement, distributions, and gifts.

Dan Calton’s proven tax strategies allow you to shift income and expenses from one year to another to avoid over taxation and defer tax liabilities through pension plans and contributions. Your unique tax plan can also include splitting income amongst family members or legal entities to achieve a lower tax bracket. When applicable, we can help you use investments to create income that is tax-exempt and find tax deductions by structuring your money to pay for items on your wish list, such as a vacation home.

Tax Preparation Services in Lake Mary, FL

Finding the the right help and guidance requires the expertise of a seasoned CPA. At our Lake Mary tax accounting firm, we guarantee to have your tax return finished on the promised date and file your return electronically.

When you enlist our tax preparation services, you get access to personalized attention that includes prompt return of all phone calls and e-mails with one business day. We sit down with our clients to agree on a fair and reasonable price for services before any work starts.

Learn More about Time-Saving Tax Services – Contact our Lake Mary CPA

When it comes to taxes, Dan Calton, CPA can handle all of your planning, filing, and problem solving needs. We are Lake Mary tax experts who offer a comprehensive suite of valuable tax accounting services.

For more information about tax planning and preparation, contact our office today!

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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