Crippen & Co.

SERVICES: With us, you gain a strategic partner to help navigate a rapidly changing and highly competitive world. More than just paperwork on a deadline, we deliver advanced planning and a number of services to help your future become clear. QuickBooks Hosted Online The easiest and most efficient way to use QuickBooks is for us to host it online. We help clients set up QuickBooks, transition bookkeepers, or run QuickBooks from our offices. You can login to the secure site at any time and see the most up-to-date picture of your financial landscape. Proactive Tax Services Knowing the ins and outs of tax code gives us the ability to help you leverage long-term financial health, solve problems and confidently plan your future. Corporate accounting means that in addition to the basics of well-organized financial records and meaningful numbers, we stay current on tax law changes and interpret them for you. Individual taxes should be painless and we ensure that not only is this true, but we use tax time as an opportunity to gauge your financial health. Estate income tax law can be confusing. We translate the terminology into straightforward terms, giving you clear choices. And we help build the future you envision with an understanding of how estate, trust and gift taxes interact. Trusts are based on relationships. And we take that to heart in working with you and your attorneys to strategize and help execute fiduciary duties with ease. Gift tax can be applied in many ways. We help you sort through tax exemptions and find the best way to allocate your finances. Tax Planning Think of tax planning as “savings preparation.” At the end of the third quarter, we provide tax projections so you have time to make changes, ensure you have enough federal withholding paid in and address end-of-year spending. And, we maintain excellent relationships with attorneys and lenders so that we can be a valuable part of your team year-after-year. Audits & Reviews Audits, compilations and reviews are helpful tools. They show your strengths, which can be used to acquire a business loan or, for non-profits, it shows donors that your organization is a worthy recipient of funds. Audit and review services are provided for: For-profit industries Non-profit organizations Governments - both municipal and county Retirement plans Gifts, Trusts & Estate Planning When we work with you on your estate, we start with the big picture and the end goal in mind. It’s about building the future you want with the least possible tax burden. If you want to see the results of your gifts now, we create gifting programs and work with business owners on succession planning. We know that administering trusts and estates is a complicated endeavor often compounded by strong emotions. We work closely with spouses and children to save unnecessary tax expenses and work closely with trustees to ensure that fiduciary duties are met.

Address: 1900 Southeast 18th Avenue, Ocala, FL 34471, USA

Phone: +1 352 732 4260
FAX: +1 352 732 1180