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Altamonte Springs Office

409 Montgomery Road

Suite 135
Altamonte Springs, FL 32714

Services

Tax Planning:

We lead with tax planning. Tax Planning is a process by which we help ensured tax efficiency.Tax planning encompasses many different considerations, including the timing of income, purchases and other expenditures.

Tax Preparation:

We prepare federal and state tax return for both individual and business clients. If you don't necessarily love doing your taxes, you've come to the right place. At Vladimy PLouis CPA, PLLC, we do what we love: taxes. Small businesses, larger enterprises, and individuals – we've done them all.

Tax Dispute Resolution - TDR:

TDR is an area of practice involving tax disputes between tax collection entities and a taxpayer, sometimes as the result of an audit. TDR includes tax settlement (OIC), tax audit representation, collection activities, payment plan & other techniques.

Accounting Services:

We provide accounting services and help clients with reporting, analyzing and understanding financial information and position, which leads to better decision making. This area is important to any business survival.

Consulting Services:

We provide expert opinion regarding business decision, such as business formation, financial management, tax planning and other issues facing business owners or decision makers.

8 POINT TAX SMART FRAMEWORK

Our Framework

We firmly believe that all financial decisions are, at their core, tax decisions. That’s why we utilize an 8-Point Tax-Smart Framework for wealth management to help give you a unique advantage in your planning and to help you maximize your financial potential by keeping more of what is yours.

1. Cash Flow & Debt Management

Avantax Wealth Management provides you a holistic view of your finances, establishing a plan that is designed to allow a greater portion of your earnings to be prioritized towards goals.

2. Distribution & Retirement Planning

We work with you to help meet retirement goals in a manner that is designed to limit the taxability of your retirement funds, with the goal of lasting beyond your lifetime.

3. Investment Planning

Our goal is to allocate investments appropriately and efficiently place them in the right accounts to help minimize annual tax consequences — thus helping you to keep more of what is yours.

4. Family Risk Management

Family Risk Management is insurance planning using products that have tax advantages to help ensure those you love are taken care of and the benefits you want them to have are preserved.

5. Education Planning

Education planning involves guiding you through a process of investing in the future of your children and grandchildren with the use of tax-advantaged investment vehicles such as 529 plans and even life insurance.

6. Legacy Planning

With legacy planning we create a master plan using a carefully designed process to help minimize potential taxes, thereby maximizing the assets you wish to leave to your loved ones.

7. Business Planning

Avantax Wealth Management helps you take into consideration all the possible tax implications of a legal entity, such as business structure, retirement plans, compensation, business insurance, and other issues.

8. Special Situations

With funds set aside for life events, such as a wedding or vacation property, there are often tax considerations that we help you prepare for so your money goes as far as you need.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

vladimy@vplcpa.com | (407) 654-0085