Estate Planning & Optimization – Arlington, Dallas, Fort Worth, Seagoville, TX
Estate planning is a vital process when planning for the future. Our CPAs in Fort Worth, Seagoville, Arlington, and Dallas area work with clients to provide innovative strategies when planning their estates. We work to provide solution that is the most beneficial to them and their beneficiaries.
Estate planning can be problematic if you do not know how to organize your goals and make the necessary preparations to safeguard your property. The experienced professionals here at Smith & Smith & Ruiz CPA can help to define your estate goals and formulate all the necessary preliminaries to manage your estate.
We have a well connected network from where we can gather resources for efficient estate planning/optimization. You will have unparalleled access to our teams here who will further assist you in evaluating estate planning options and recommend new opportunities as they come your way.
You can be rest assured that all your estate planning documents which would include current wills, trusts, healthcare and attorney privileges are kept in vigilant review. This way we can help organize and facilitate assets and their transfer to respective heirs as per your preferences. We will also assist you in arranging a management for your estate and assets in case you are incapacitated.
Join us at Smith & Smith & Ruiz CPA to constructively organize all your estate planning and optimization processes.
A cardiologist received a letter from the IRS for delinquent payroll taxes that had already been paid.
The cardiologist was sure that the payroll taxes had been paid however, he needed help to prove this was the case. Our CPAs reviewed the tax payments and reconciled them to the various tax liabilities. Upon completion, it was determined that the aforementioned taxes were indeed paid. The issue was that they were applied incorrectly.
A group of doctors were looking for a CPA firm to help them form their new practice.
A group of doctors had been working for various practices and decided to form their own medical entity. They were sure that they could succeed given their experience and knowledge in their field of medicine. Needing a CPA firm to advise them on various tax decisions, they decided to seek the services of Smith & Smith & Ruiz CPAs, LLC.
An Oil & Gas company needed guidance on how to handle their growth.
They started as a sole proprietorship and were in search of a CPA firm that could advise them on how to handle the growth of their company. After searching for a firm, they decided to meet with Smith & Smith & Ruiz CPAs, LLC. In our initial meeting, we learned of their business and inquired about their goals. We decided that it was best for them to incorporate.
An owner of an auto shop came to Smith & Smith & Ruiz CPAs, LLC with a letter from the IRS.
This letter stated that an audit would be taking place. Having never been through an IRS audit, the owner needed help to prepare. We advised him on the process and shared our past experiences. When the audit came, we were there with him every step of the way.
The Dreaded Letter from the IRS.
A client received a letter from the IRS regarding his prior year tax return. Unfortunately, he was being audited. The IRS believed that expenses for his LLC were overstated and disallowed certain deductions. In addition, the IRS stated that the client owed thousands of dollars in penalties alone. We met with this client and went over all of the relevant documents. We were able to guide him through the process and provide him peace of mind. Upon review of transcripts and various documents, we met with an IRS agent on behalf of our client. This …
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