10AM - 6PM
725 State Rd, Westport
Tax Preparations
9AM - 5PM
171 Pine Hill Rd, Westport
Tax Preparations
“We have been using Taxing Matters for many years. Sherri's attention to detail is spot on. We would definitely recommend.“
“Nick is my CPA here and before selling my commercial rental properties Nick helped me come up with a great plan to save on all those capital gain taxes that I would have had to otherwise pay. We decided to do a 1031 exchange into DST's (Delaware Statutory Trusts). Most people are not familiar but the short version is that you could take the proceeds from the sale of your commercial properties and buy shares of say a 300 apartment complex, a self storage facility, a senior living complex etc. All these DST's are managed by a sponsor and you become hands off everything with no responsibilities at all. You simply get a check sent to your bank account each month. Filing the tax returns for these DST's are pretty complex and will however require an experienced high level CPA and Nick is the right person IMO. For example my 2 tax returns combined were over 300 pages long but well worth it IMO. Disclaimer: I am not a professional advisor or tax consultant nor do I recommend anyone buy into any DST but it was a great option for myself saving all those capital gain taxes. Anyone interested would have to get prepared well BEFORE the sale of their properties or you will not qualify for the 1031 exchange to the best of my knowledge. The proceeds from the sale of your properties would get wired to a QI (qualified Intermediary) right at the closing. It is not very complicated at all but has to be done right in order to qualify for the 1031 exchange is my point. I highly recommend this company for all your tax related business.“
Tax Preparations
Tax Preparations
Tax Preparations
“I've been seeing them here for years. If you're getting your taxes done somewhere else you're missing out. They are super friendly and on the ball.Everyone is all worked up around tax season but not us. I have a small business and my wife and I file together. This year I literally dropped the stuff off and came back a few days later to sign. You can also sit down with her if you have more concerns or a more elaborate filing. When sitting down with them the appointments are always on time and have a very laid-back atmosphere. Seriously, the place is great.“