Investments and Securities Tax Guide

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CPA TAX MAN Investments and Securities Tax Guide (Ohio)

Cleveland, OH 44143
Certified Public Accountant with 20+ years experience.

Providing advice in Tax and Accounting to Individuals, Sole Prop's, C- Corps, S-Corp, LLC's, LLP's, GP & Ltd Partnerships, Investors (Fraud), Employers, Employees and Sub Contractors.

Services/Advice offered for:

Securities Transactions, Tax Basis, Gain/Losses, FRAUD
Other areas of expertise:
- Retirement/Pension Plans (SEP/Simple/Keogh)
- 401K/IRA'S - (Educational, Roth, Traditional)
- Section 529 plans for education
- Section 457 plans for government employees
- Tax Deferred Retirement Savings Plans
- TAX FREE Retirement Savings Plans
- Schedule C Filers - "specific retirement strategies"
Tax Planning & Preparation
Tax Effects on Contributions/Withdrawls
Real Estate Tax Situations - Tax Basis, Gain/Losses
Schedule E Filers - Rental Property/Depreciation
Payroll Taxes (all states/localities)
Sales and Use Tax (all states)
Employee Fraud
TAX Audits
Business Start ups - "Choice of entity make a big difference"

Professional Designation: CPA

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