Personal Services
Koch & Company CPAs, Punta Gorda FL, offers many tax services for individuals. We can help with Income Tax Preparation, Tax Planning, Accounting/Bookkeeping, Estate and Trusts and more.
Tax Planning & Preparation
Expertise. Peace of mind. Confidence. These are the things that you can expect us to provide as your tax advisor. We meet with you to discuss your tax situation before the preparation work begins to review your data. We meet with you again to review the completed tax return before filing. Your source data is returned to you and we store your data and tax returns electronically for 5 years.
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Trust & Estates
Accounting and tax preparation for Estates and Trust can be very involved. We work closely with those responsible for these entities to assure that the proper record keeping, accounting, and tax preparations procedures are applied. We work directly with individuals, trust personnel, personal representatives, and with estate and trust attorneys, providing reports for the courts and accounting and tax services to assist them.
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IRS Problems
When an issue arises, it can be frustrating getting the IRS to respond to the problem. We pride ourselves on effectively representing our clients before the IRS and solving any tax situation that comes your way. We ensure that the IRS does not violate the Taxpayer Bill of Rights. We also will represent you regarding any income, payroll, sales tax, or other issues with a State government.
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Information Sources
Click on a source below.
Government Sites
- Charlotte County Economic Development Office
- Charlotte County Property Appraiser’s Office
- Federal Department of Labor
- DeSoto County Property Property Appraisers Office
- Lee County Property Appraiser
- Sarasota County Property Appraiser
- Small Business Administration
- U.S. Treasury Department
- Social Security Office
- Internal Revenue Service
Organizations & Associations
Divorce Settlements
During a divorce, all assets and liabilities need to be carefully recorded and a value must be agreed upon. Often there are items such as intangible assets and depreciable assets that require detailed work. We can assist in preparation of these items for accounting purposes before a divorce settlement, and then for the further preparation of income taxes.
Forensic Accounting
We can gather information to gain an understanding of an individual’s financial standing through the use of financial and analytical processes.
Contact Us
Please contact us if you have any questions. We will be happy to schedule a Free Consultation with you.
(941) 637-0544
252 W. Olympia Ave. Punta Gorda, FL 33950
Mon - Fri: 8:30am - 5pm, Sat - Sun: Closed
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