Tax planning is the process of analyzing a financial situation or plan from a tax perspective to ensure tax efficiency. The goal is to minimize tax liabilities while complying with tax laws and regulations. Effective tax planning results in reduction of Tax Liability, Informed Financial decision & future preparedness for financial situation.
Tax consultation is a specialized service that provides guidance on specific tax and financial situations. Our experts help clients navigate complex issues, such as:
Large Capital Gains: Strategies to manage and minimize tax liabilities from significant asset sales.
Inheritance: Advice on tax implications and planning for inherited assets to ensure compliance and optimal transfer.
Business Mergers: Guidance on the tax consequences of merging businesses, including valuation and structure considerations.
Business Transfers: Assistance with the transfer of business ownership, ensuring tax efficiency and compliance during the transition.
With tailored advice, we aim to help you make informed decisions and optimize your financial outcomes.
Tax consultation is a specialized service that provides guidance on specific tax and financial situations. Our experts help clients navigate complex issues, such as:
Tax representation is another specialized service where we act on behalf of clients in dealings with tax authorities, such as the IRS or state tax agencies. This includes matters related to audits (such as Sales & Use Tax, Income Tax, and Personal Property Tax etc), as well as appeals, disputes, compliance, and filing assistance.
Tax representation is a specialized service through which we advocate on behalf of clients in their interactions with tax authorities, including the IRS and state tax agencies. This service encompasses various matters, such as audits related to Sales & Use Tax, Income Tax, and Personal Property Tax, as well as handling appeals, disputes, compliance issues, and filing assistance.
Univision Solutions Insurance Agency takes the time to understand each client’s unique needs and provides holistic tailored recommendations. The agency ensures that clients are well-informed and feel confident in their choices.
Expertise and Knowledge
Univision Solutions insurance agency employs experienced agents who are knowledgeable about the insurance industry, regulations, and the specific products they offer. They can provide expert advice to help clients make the right decisions.
Trustworthiness and Integrity
Honesty is key in the insurance industry. Univision Solutions insurance agency is upfront about policy terms, coverage options, costs, and exclusions, avoiding hidden fees or surprises.
With 25 years of experience, we provide tailored, efficient tax solutions for individuals and businesses, optimizing strategies and ensuring compliance so you can focus on what matters most.
Insurance Products
A Tribute To Those Who Served as Executive Secretary and Treasurer for the American Finance Association.
