JEAN DeKRAKER, CPA, PC  - SERVICES
 

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Personal
Tax Planning

Business
Tax Preparation
and Planning

Estate and Trust

At Jean DeKraker, CPA, PC our tax advisors work overtime to keep up with the ever-changing tax laws of this country. Our strategies help you to create a successful plan to reduce your taxes.

Whether you need advice or preparation with your personal, corporate, or trust return, we will deploy our tax preparation expertise, education and years of experience to advise you. 

We also provide nationwide consulting services, estate and retirement planning, tax advice and succession planning.

Personal Tax Preparation and Planning

JDK-CPA goes beyond the 1040 return to analyze both current and projected income. We make recommendations for tax strategies and deductions all year long and with our year-end planning recommendations.

Jean DeKraker, CPA, PC helps you grow and preserve assets, defer income, and reduce taxes on your income, estate, gifts, investments and retirement distributions. Services in this area include:

  • Retirement planning -- tax-smart distributions from retirement accounts.

  • Tax planning assisting clients in making smart decisions to save on taxes.

  • Tax preparation of Forms 1040.

Business Tax Preparation and Planning

At Jean DeKraker, CPA, PC, corporate tax planning means structuring a plan to minimize current and future income tax. This includes goal setting and forecasting into the upcoming fiscal year.

We prepare clients' corporate tax files and advise on how to minimize taxes through tax deferral, improved tax accounting and other methods of business structuring for the most beneficial tax advantages. Services include:

  • Technological solutions to maximize efficiency for rapid accurate internal financial reporting.

  • Compilations and reviews.

  • All-inclusive tax-planning strategies to minimize your tax bill.

  • Comprehensive fiscal planning for growth– including multi-entity strategy planning.

  • Succession planning.

  • Tax preparation of Forms 1120, 1120S, 1065, complex sales tax reporting.

Estate and Trust

Asset transfer can attract significant taxes if not well planned. For owner-managers, this can create possible problems with family owned businesses in a variety of ways.

Jean DeKraker, CPA, PC brings a wealth of experience to the table  in the areas of management succession, equity ownership, financial structuring, tax planning and estate, trust and will preparation. Services include:

  • Educated tax advice on planning your estate – who should and should not be beneficiary.

  • Sound tax advice on distributions from retirement accounts (such as IRAs) on the death of the owner.

  • Fiduciary accounting for estates and trusts.

  • Tax preparation of Forms 1041, 706 and 709.

  • Informed income tax planning on funding of trusts.

  • Charitable remainder trusts - accounting and tax preparation.

 

Jean DeKraker, CPA, PC - Phoenix, Arizona

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