Garson C. Soe

Services

Bankruptcies

Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.


Consulting Services


Business Entity Selection


Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.


Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.


Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. You will be counseled as to the most effective estate plan for your financial status and family situation, including Revocable Trusts, Special Needs Trusts, Education Trusts and Charitable Remainder Trusts. You can also have peace of mind with Health Care and Financial Powers of Attorneys. We can also assist you with a Pre-Marital or Marital Settlement Agreements as part of your estate planning needs.


Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.


Tax Services


Estate & Trust Tax Preparation

We can guide you through the complex process of getting your financial affairs in order for yourself or a loved one that has passed on. Our office can also handle the tax needs and requirements including IRS Forms 1041, 706 and 709. See "Tax Services" for more information.

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.


Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to: US Individual Income Tax Return (Form 1040) US Income Tax Return for Estates and Trusts (Form 1041) US Estate (and Generation-Skipping Tax) Tax Return (Form 706) US Gift (and Generation-Skipping Tax) Tax Return (Form 709) US Return of Partnership Income (Form 1065) US Corporation Tax Return (Form 1120) US Income Tax Return for An S-Corporation (Form 1120-S).

We can also offer you guidance and assistance regarding IRS Section 1031 Tax Free Exchanges.


Miscellaneous


Business Transactions & Litigation

We offer services in debt collection, breach of contract, enforcement of legal rights, will and trust disputes, enforcement of judgments, mediation services and landlord/tenant disputes.

Corporate Formation/Startups

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company. Our services include all incorporation documentation (Articles, By-Laws, Minutes, and Stock Certificates). Our tax expertise also allows us to counsel you as to the necessary tax forms and fees required for your business entity.


Probate

In the absence of effective estate planning, probate is the process to transfer assets from a decedent to the rightful owner. Let our knowledge, caring staff take care of all the details that make up the probate process.


Real Estate Tranasactions

From the most basic real estate contract to a commercial lease, we can review your documents to make sure your interests are protected. We can also prepare real estate documents for your transaction.