Abbey Insurance & Tax Services provides a wide range of services to individuals and businesses in a variety of industries. At Abbey Insurance & Tax Services, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:
At Abbey Insurance & Tax Services, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
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Estate and Trust Planning and Tax Preparation
Choosing and administering benefit plans for your employees is often a complex process. Abbey Insurance & Tax Services can help you develop, implement, and administer your benefit plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
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Financial and Retirement Planning
Abbey Insurance & Tax Services's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Abbey Insurance & Tax Services can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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Professional representation can be vital during an audit, and we provide you an *option for access to experienced tax attorneys which enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our approved tax attorney firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.
*Access to the approved Tax Attorney Firm is only available when enrolled in the optional legal benefit plans which has an additional monthly fee. To learn more about the legal protection please visit our legal benefits site here.
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Choosing and administering benefit plans for your employees is often a complex process. Abbey Insurance & Tax Services can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
