Estate Planning is a comprehensive process that should be completed with care by a professional. We help our clients work through all the complex issues involved in estate planning, many of which have nothing to do with end of life. We discuss sensitive issues about disability, illness, guardianship, Medicaid planning, and other aspects of “live” estate planning, as well as compassionately provide our clients with all the information needed to make sound planning decisions for after death. Don’t be tempted to “do-it-yourself”. You don’t know what you don’t know, and what you don’t know can hurt you in this very vital area.
After a death in the family, who do you turn to for help? We can help you sort through the myriad of legal matters left after a death, even if we were not the attorney for the deceased during their lifetime. If probate is required, we will open the estate with the court and represent the personal representative, coaching them through every step of the process. Because of our expertise in other related areas of law, such as real estate and tax, we can seamlessly handle your loved one’s estate effectively, efficiently, and without having to hire multiple experts to sort through the various aspects of the legal and tax matters.
Tax Return Preparation
Business, trust/ estate and individual tax return preparation are the foundation of our taxation services. Preparing complete, timely and accurate returns is the standard of practice for our firm, and we take this responsibility very seriously. At Chechele Law, tax season runs year-round, as we are always looking ahead to the next tax deadline, assisting clients with resolving tax controversies or addressing notices, meeting extension deadlines, and leading our clients through pro-active tax planning.
Our goal for our clients is to stay off the IRS’ radar screen by timely filing all returns, submitting returns that are highly accurate and contain appropriate disclosures, and by responding very promptly to any IRS notices.
Tax Debt Settlement
Our firm represents new and existing clients with IRS audits, tax controversies, and all matters of IRS notices. If you have received an IRS notice, please make US your first call to resolve the issue. Many IRS issues can be easily resolved by providing appropriate documentation. Reach out as soon as you receive a notice so that we can advise you about the nature of the “situation” and find the best way to quickly resolve it.
Collin is licensed before the U.S. Tax Court, and is permitted to take tax controversies to the highest level. If you have received a notice of deficiency from the IRS, there is a very limited amount of time to file the challenge, so do not delay in notifying us, even if you are not already a client of our firm.
Accounting & Bookkeeping
After working with small businesses for over 20 years in Pinellas County we recognize that one of the biggest battles a small business faces is staying organized and up-to-date with bookkeeping. Falling behind can be costly and aggravating for any business. We meet with every small business on site so that we can understand how you do business. We customize our bookkeeping services to accommodate your business. We can work with manual systems and cash register reports as well as Quickbooks.
We take your data and convert it to financial statements that are customized to equip you with knowledge of how to better manage your business. We cater the financial statement set-up to best serve your industry and to provide you with the critical financial date your business needs to efficiently function and grow.
Business Entity Formation
We help our clients establish, maintain, dissolve, and change business entities, whether needed for business and legal purposes, tax purposes, or for asset and creditor protection. We help our clients to establish:
- Limited Liability Companies
- Not for Profit Corporations (and obtain tax-exempt status with IRS)
- Limited Partnerships
- Family Partnerships
- Simple and Complex Trusts
- Irrevocable Trusts
We also prepare the filings necessary to establish the business with the IRS, including obtaining the EIN, preparing forms 8832, 2553, 1023, or other IRS filings necessary at the inception of the entity.