"Being proactive and in constant communication with my clients is the key to providing the best tax and financial consulting service. Managing any business is really about managing the relationships. My commitment to my clients is based on the highest of professional standards. I strive to anticipate their needs and exceed their expectations. I always have their best interest in mind and work with them to help them achieve their goals."
Services offered include:
Strategic Tax Planning - A proactive approach to evaluating current operations and finances in order to structure an overall tax minimization plan.
Transaction Structuring - An evaluation of anticipated transactions to provide recommendations on tax efficient alternatives.
Financial Consulting & Planning - Services include general business planning, retirement planning, education & goal funding, budgeting, estate plan consulting and more.
Tax Return Preparation - Includes preparation of corporation, partnership & LLC, individual, ficuciary, and other business tax returns.
Tax Audit Representation - Full service tax representation before the IRS or state taxing authorities. Includes responding to tax inquiries and other tax notices.
Large Company In-House Tax Assistance - This service is provided to large companies needing assistance with in-house efforts on various tax projects. Services may include assistance with acquisition tax due diligence work, research credit analysis, transfer pricing documentation, and other international or domestic tax matters.
To provide clients with access to a full range of financial services, Peter has established a referral network of top financial professionals. Clients can receive added financial expertise with:
* Investing * Loans * Insurance * Real Estate * Legal Advice * and more
(These financial professionals are not affiliated with Peter B. Diaz, CPA. Their services are available on a referral basis. See Resources for reputable service provides)
E*Filing is available - Peter B. Diaz, CPA is an authorized IRS E*File provider. Electronic filing speeds up your refunds and may prevent IRS human error. Ask about security associated with E*Filing your tax returns. "I believe it may be more secure than mailing your returns through the U.S. mail." Join the millions who E*File.
Tax Services Include: income tax preparation by licensed CPA tax preparer, federal & state business and personal income taxes, tax advice, tax consulting & tax planning services, tax help, amended tax return preparation, and IRS audit representation by experienced tax accountant.
