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Individual Tax Services

 We work with a limited group of individual clients with complex returns and high income tax issues. We deal regularly with multi-state tax issues, hedge fund K-1's, alternative minimum tax and business or trust K-1's.


Business Tax Services

We prepare C corporation, S corporation
and LLC/Partnership tax returns. We advise on converting entities to "S" or "C" corporations, special step-up basis elections for LLC members, built-in gains tax issues and normal business tax issues as the primary function of our practice. One of our most common services is advising new business startups on formation issues related to income tax minimalization for the owners and the business.


Estate, Gift and Tax Planning Services

 We regularly advise lump sum payout recipients (lotteries, lawsuits, etc.) on long term tax planning concepts. We prepare estate and gift tax returns and work with your regular tax professional on compliance with complex tax issues such as like-kind exchanges, special tax elections, college tax planning and long term care issues.


Our Services

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

3750 Pinebrook Circle, Suite 508, Bradenton, FL 34209
Ph: 941-357-7930   Email: BobJ@TheCloudCPA.com


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