About Newtek™ Tax Preparation & AdvisoryServices
Newtek™ provides tax filing, preparation and advisory services to small and medium sized businesses.
We take pride in providing comprehensive tax services that are customized
to fit the unique needs of each client. With specialists in many different tax
areas, we offer a significant depth of resources. Newtek's technical
capabilities are what set us apart. We pride ourselves in the fact we use
cutting edge software to help prepare tax returns.
Newtek™ believes that tax planning is a year round activity. With enough lead time, we can be creative and give clients more flexibility and options to eliminate, reduce or defer tax obligations. With a clear understanding of a business and its objectives, Newtek™ can develop strategies to save taxes. These savings are frequently quite substantial.
Services
- Business structure planning and entity selection
- Accounting method selection
- Corporate, Partnership and Limited Liability Company (LLC) planning and compliance
- Financial services tax planning and compliance
- Real estate tax planning
- Personal financial planning
- Trust and estate planning and compliance
- Mergers and acquisitions
- Dispositions
- Liquidations and distributions
- Reorganizations
- Charitable foundations
- Export companies
- Pension, retirement plan and employee benefits planning and compliance
- State and local taxes
- Federal, state, sales and payroll tax examinations
- Family business tax planning
Benefits
Having worked with numerous small businessses and being part of the Newtek Business Services, Inc. network of small business services providers, we have the understanding and expertise to help you.
The knowledge and experience we share with small business owners can help take you to the next level. We work with you to make strong plans for the future and deal with unforeseen circumstances. Fine tuning your tax situation can reduce your total tax burden.
