Income Tax Planning and Preparation

Located in Sarasota, Florida, Koontz & Associates, PL have years of experience with individual and business tax planning, preparation, and representation. Jo Ann M. Koontz is uniquely qualified as both an attorney and Certified Public Accountant.  Marina Parkin, educated in Toronto, is both a United States Certified Public Accountant and Canadian Chartered Accountant. 

Koontz & Associates, PL serve clients using the latest tax code and regulations.  Our goal is to assure that our clients are maximizing available deductions, paying tax at a proper rate, and following all legal compliance requirements. The Koontz team works closely with clients to create long lasting professional relationships.

Individual Income Tax Preparation

Each year, we help individual taxpayers plan and prepare their taxes.  We help you benefit from new tax laws. Many taxpayers are unaware of standard and new deductions for which they are eligible.  We will help you determine the deductions for which you are eligible so you are able to minimize your tax liability. Each calendar year offers an opportunity for tax and financial planning.  Our team will assist you in the creation of a comprehensive financial strategy that provides you with substantial tax savings.

Minimize Business Taxes

Your business will benefit from our tax planning and preparation services. We can help you minimize your business taxes by paying careful attention to your business structure and the accurate and timely application of federal tax regulations, incentives, and deductions. Special incentives often exist for investment in equipment and capital. There are also forms of relief and exemptions that may be available in a specific fiscal year. Many of these benefits are temporary and business owners have limited time to apply the tax savings. Koontz & Associates, PL helps business owners create a multi-year plan to minimize taxes.

Tax Issue Resolution for Unique Tax Situations

Individuals and businesses may encounter unique tax situations.  Tax issues may arise for individuals who own property or have multiple types of investments.   We are familiar with and skilled at resolving unusual tax circumstances.  Areas of expertise include:

  • Payroll Tax
  • Individual, Business, and Corporate Income Tax
  • Federal taxation of non-residents
  • Taxation on foreign investments
  • Real estate taxes
  • Tangible personal property tax
  • Self-employment tax
  • Application for Employee Identification Number (EIN) or
  • Application for Individual Tax Identification Number (ITIN)
  • Income tax issues related to the cancellation of debts, foreclosures or short sales
  • Innocent Spouse Relief
  • IRS Installment Agreements
  • Offers in Compromise
  • Penalty Abatement

Business owners must also deal with a wide variety of tax matters, including sales and use taxes, state corporate income tax, cancellation of debts, and the taxation of sale or purchase of a business.

Legal Representation for Tax Problems

There are a number of tax issues that call for legal representation. Jo Ann M. Koontz is both an experienced CPA and a highly regarded attorney with extensive experience in taxes, real estate, and business organization. Koontz & Associates, PL specializes in a variety of tax problems and solutions.

Whether you are the victim of tax fraud, a Ponzi scheme, or you owe money to the IRS, Koontz & Parkin, CPAs will provide you legal and tax counsel with integrity that is grounded in a firm knowledge of tax regulations and business planning.

Jo Ann M. Koontz offers a powerful combination of in-depth knowledge of tax regulations, a firm grasp of the business world, and years of experience representing clients. To schedule an appointment please call the Sarasota office of Koontz & Associates, PL at 941.225-2615.

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