SERVICES WE OFFER

Professional Financial Services

Professional Financial Services

Tax Preparation

Personal, business, back taxes, amendments, estate taxes…here at Elite 8 Tax & Financial Services we do it all. Our teams of tax and finance professionals are thoroughly trained and stay current with continuous training and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field. We are available year round to service your personal and business needs.

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Entity Implementation and Business Services

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Elite 8 Tax & Financial Services can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always receive the most advantageous entity type for the functions your business performs.

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Insurance Services

Life insurance is the perfect tool to begin, increase or manage generational wealth. Not having it creates a burden on your family in addition to grieving. Elite 8 Tax & Financial Services understands that one product doesn’t fit all. Our strategic positioning allows us to shop prices and products for you and bring you the most affordable yet inclusive products. We offer insurance products that can supplement retirement or help business continue after the loss of key executives. Protect your only real asset. Complete the Financial Summary Review, and one of our agents will contact you.

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Tax Planning

The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of a financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success. Elite 8 Tax & Financial Services can help with basic tax planning strategies aimed at reducing the amount of your taxable income may increase the gap and thus your refund. In some cases, these strategies benefit you in other ways, offsetting future costs for health care or providing for retirement. Though some aspects of tax law can be complicated, even a beginner can focus on taxable income reduction. Complete the Data Questionaire, and one of our agents will contact you.

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Tax Preparation

Personal, business, back taxes, amendments, estate taxes…here at Elite 8 Tax & Financial Services we do it all. Our teams of tax and finance professionals are thoroughly trained and stay current with continuous training and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field. We are available year round to service your personal and business needs.

Things to Bring for Tax Preparation

To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.

EMPLOYMENT & INCOME DATA

  • W-2 forms for this year
  • Unemployment compensation: forms 1099-G
  • Miscellaneous income including rent: form(s) 1099-MISC
  • Pensions and Annuities: form(s) 1099-R
  • Social Security Benefits: form(s) SSA 1099
  • Partnerships & S Corporations: Schedule K-1
  • State and Local Income Tax Refunds: form(s) 1099-G
  • Gambling and Lottery winnings: form W-2G
  • Interest Income: 1099 INT

PERSONAL DATA

  • Social Security Cards (including self, spouse & children)
  • Driver License or ID Card
  • Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
  • Education Expense: 1098 T
  • Prior Year’s Taxes

ADJUSTMENTS

  • Student loan interest paid
  • IRA contributions
  • Early withdrawal penalties
  • Moving expenses

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Entity Implementation and Business Services

What does your business need? More than anything it needs you. Let Elite 8 Tax & financial services do what we’re great at, so you can get back to being great. From helping form your business structure to management strategies, even bookkeeping and tax reporting, we take on the tedious details of doing business so you can focus on doing great business. Call for a custom business suite package for your organization today.

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Insurance

Don’t limit yourself to cookie cutter policies.  Elite 8 Tax & Financial Services non-captive status allows us to represent more than fifteen of the top insurers in the nation.  Eliminate the pressured sales pitch.  Complete the Financial Summary Review and one of our agents will schedule a FREE consultation.

Financial Health

Master the Elite 8 Steps to Financial Freedom. This is not credit counseling. It’s financial behavioral reform. Complete the form below to set an appointment with one of our Wealth Building Coaches.

  • Do you have a REAL plan for the rising Education Costs?
  • Are you concerned about outliving your Retirement Savings?
  • Do you have a plan to ensure Health Care doesn’t wipe out your Savings?
  • Are you protected against Excess Taxation at Death?
  • Have you had significant life Changes since your last Life Insurance review?
  • Are you interested in building Generational Wealth?

If you’ve answered yes to three or more of these questions, let us put you on the road to financial freedom.