We are a full-service, Accounting firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are detail-oriented, experienced, and friendly.
If you are looking for a blend of personal service, affordability and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and friendly. Please contact us for a free consultation.
Tax Services
Today’s tax laws are complicated. Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.
At Howard Company Tax & Wealth Advisory, we serve individuals looking for business planning, preparation and filing needs while remaining compliant with the continuously changing tax laws and regulations. We offer comprehensive tax services for upcoming returns and will work with you to plan ahead to maximize appropriate deductions and credit opportunities.
Investment & Inheritance Management
Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.
Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single wealth management plan that both simplifies and organizes. Wealth management also takes into consideration the “what if situations” that happen to all of us.
Retirement Planning
The key to successful retirement planning is developing a plan that while based on your current financial situation, also meets your projected financial goals down the road.
That's no easy task, however. Tax rules regarding retirement plans are complex. Each benefit plan has specific requirements as outlined by the IRS and it's important to understand the tax implications of your retirement planning choices.
If you haven't started saving for retirement, we'll help you figure out a plan that works for you and your family.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
At Howard Company Tax & Wealth Advisory, we've been serving the Accounting needs of Lakewood Ranch, FL and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.
Thank you for visiting. We look forward to working together!
"Howard Company Tax & Wealth Advisory is one of the leading firms in the area."
"With Howard Company Tax & Wealth Advisory , each client receives close personal and professional attention."
"Howard Company Tax & Wealth Advisory is professional and responsive."
"Howard Company Tax & Wealth Advisory is known for quality service."
