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Customer Assistance
Monday - Friday, 9:30 a.m. - 4:00 p.m. ET
Phone: 1-305-823-9292
 About our Services
We provide an array of services to meet and exceed the needs of our clients. We can provide a vareity of services ranging from an individual's birth to his/her demise. Our background has been solid for over thirty years strong, retaining clients which have kept continued business relations twenty years plus!.
Services
Estate planning
Effective 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. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Payroll Employee Leasing
Costly audits.Employee turnover. Federal and state workplace rules and regulations. Tax submissions. Worker's compensations claims. All these take time and resources away from your organization while adding nothing to your bottom line or company growth. Edward Garcia's PEO Services removes these burdensome "cost-centers" and allows you to put your time and money towards building your business.
Government rules and regulations are difficult to follow and equally difficult to implement. We will assist you in complying with all federal, state and local laws and statutes freeing your mind to focus on your business.
Professional Employee Organization
IRS Representation
Throughout 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
Investment Advising
As you develop your investment strategy, we will act as your guide. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable "after-tax" return.
Financial Planning
The personal and business successes of our clients is our utmost goal. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.
Pension/Retirement planning and advising
Qualified retirement plans (e.g. defined-contribution or defined benefit plans..etc.) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees
And much more..
©2002 Edward Garcia Inc.
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If you file an extension, interest accrues on your balance due, and the amount you owe dear Uncle Sam, could increase. However, filing an extension does not increase or decrease your chance of being audited. And if you don't owe anything, you aren't penalized at all. But if you fail to file within three years, you lose any refund you are due. This means you need to file your 2001 return by April 15, 2004, in order to claim a refund.
If you have a large net capital gain so far this year, you might want to consider selling some stock that will generate a loss before the end of the year. Doing so will reduce the tax you pay this year. It will also reduce your adjusted gross income for purposes of determining phaseouts of tax deductions and credits.