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Accounting and Tax Services

No one wants to pay more tax than necessary.  Unfortunately, many people do.  The main reason people pay more than necessary is not that they fill out their forms incorrectly; instead, they do not use strategies to minimize their taxes.  In other words, they do not plan.

There is no substitute for consulting one of our professional tax advisors. We can discuss your specific needs and the merits of various strategies - so you can develop and implement a truly effective tax plan for this year and beyond.

List of Services

  • Trustee Accounting and Tax Services

  • Bookkeeping

  • Eldercare

  • Financial Statement Reviews

  • Financial Statement Compilations

  • Personal Financial Statements

  • Not-for-profit Financial Statements

  • Pension Plans

  • Statements for Merger/Acquisition Targets

  • QuickBooks TM Pro Advisor Training

  • Financial Planning

  • Estate Planning

  • College Financial Aid

  • Charitable Giving Strategies

  • Tracking Passive/Active Investments

  • Continued
    • Referrals to Qualified and Trusted Professionals

    • Individual Income Tax Preparation

    • Individual Income Tax Planning

    • Partnership Income Tax Planning

    • Corporate Income Tax Planning

    • Form 5500 Tax Preparation

    • Estate Tax Preparation

    • Gift Tax Return Preparation

    • Representation before the IRS

    • Representation before the Dept. of Revenue

    • State and Local Taxation of Business

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    C&L Value Advisors, LLC

    4805 W. Laurel Street  |  Suite 100  |  Tampa, FL  33607  |  P: (813) 286-7373  F: (813) 289-1959  |  Copyright 2010