Business accounting and advisory services
Decendent’s final tax return, probate taxes, trust taxes
Business Startup Services
Rodger O. Howells, LLC specializes in transforming business visions into financial success. From tax planning to financial strategy, we are here to ensure that your business journey is smooth and profitable.
Successful Startup Blueprint: Start your business venture with the right steps. We specialize in business planning, market analysis, and accounting system setup. We can provide you with the tools to monitor your growth and manage your finances.
Choice of Entity: Your business structure will define your journey. Our firm excels in guiding startups through the choice of entity to ensure the most advantageous tax structure for lessening tax liabilities and increasing growth.
Accounting System Setup: An accurate accounting system setup is pivotal to an organization’s financial health. We can tailor an accounting system that includes everything from a chart of accounts, to automated invoicing and expense tracking. Our approach ensures that you have an accounting framework required to make informed business decisions.
Set your business up for success with our business startup services. Contact us today to turn your business idea into reality and access our strategic startup support.
Business Services
At Rodger O. Howells, LLC, we go beyond the numbers to provide strategic guidance and operational excellence. Here is how we can unlock the full potential of your business with our comprehensive suite of services.
Bookkeeping services: Our bookkeeping services are often less than the cost of hiring a part-time bookkeeper, while also providing the added benefit of CPA-level oversight, review, and guidance.
Part-Time CEO: Gain the leadership of an experienced CEO without the full-time commitment. Our part-time CEO service offers top-tier executive oversight to steer your company towards success.
Office Procedures Development: Streamline your operations with custom-developed office procedures tailored to your business needs. We help you create efficient workflows that save time and reduce costs.
Budgeting Mastery: Take control of your finances with our expert budgeting services. We work with you to craft a budget that aligns with your business goals while improving financial stability.
Strategic Planning: Chart a course for the future with our strategic planning expertise. We collaborate with you to develop a clear, obtainable plan that drives growth and competitive advantage.
Partner with us to transform your business aspirations into reality. Contact Rodger O. Howells, LLC to schedule a consultation and discover how we can support your journey to success.
Business Succession Planning
Our firm specializes in seamless, well planned business transitions. Rodger O. Howells, LLC can assist you in creating a sustainable business whether retirement is on the horizon, or you are planning ahead to transfer responsibility and leadership to the next person in line.
Tailored Succession Strategies: Every business is unique, and so is our approach. We craft personalized succession plans that align with your vision and ensure the continuity of your legacy.
Comprehensive Support: Understanding the process of a successful business succession involves multiple facets and we pride ourselves in our ability to collaborate effectively with your trusted business advisors. Whether it is legal counsel, financial planners, or industry experts, our team coordinates seamlessly to integrate their insights into a comprehensive succession strategy.
Safeguard Business Growth: Do not let change slow you down. With our succession planning, your business is poised for uninterrupted success amidst leadership transitions.
Contact us today to secure the future of your business. Because when it comes to succession, timing is everything.
Decedent’s Final 1040 and Probate Court
At Rodger O. Howells, LLC, we are committed to simplifying the filing of tax returns on behalf of a deceased person. Here is how we can assist you:
- Meeting to Determine Tax Filings:
- We obtain an understanding of the decedent’s unique circumstances which allows us to determine the necessary tax filings including the decedent’s final tax return.
- Our goal is to ensure compliance and address any outstanding tax matters.
- Requirements for Estate Income Tax Return or Trust Income Tax Return:
- We guide you through the complex requirements for filing estate or trust income tax returns.
- Our accountants consider all relevant factors to prepare accurate tax returns.
- Tax Consequences of Distributions to Beneficiaries:
- Distributing assets to beneficiaries may create tax implications. We are here to help you navigate this process.
- Our expertise ensures that distributions are handled efficiently and in alignment with current tax laws.
- Contacting the IRS on Behalf of the Deceased:
- If necessary documents are unavailable, we will communicate with the IRS to obtain essential tax reporting information.
- Your peace of mind matters to us, and we are committed to resolving any challenges.
- Preparing Executor or Responsible Party Documents:
- We assist in preparing the necessary paperwork to inform the IRS of the executor or responsible party who will be signing documents on behalf of the decedent.
- Our attention to detail ensures a smooth process during this critical time.
- Obtaining Tax Reporting Numbers (EIN) from the IRS:
- For estates or trusts, we can help obtain the necessary Employer Identification Number (EIN) from the IRS.
- This ensures proper tax reporting and compliance.
During our meetings, we coordinate with estate planning attorneys and other financial advisors. At Rodger O. Howells, LLC, we prioritize personalized attention, empathy, and clear and timely communication. Let us navigate the complexities together. Reach out—we are here for you!
Estate Planning, Probate Avoidance & Gift Tax Strategies
We understand the complexities of estate and gift tax planning. Whether your goal is transferring wealth to future generations, supporting charitable causes, or creating a smooth transition of assets, we help you navigate the financial and tax implications of estate planning.
Probate Avoidance & Estate Administration
Estate planning is about much more than estate taxes. For many families, the primary benefit of estate planning is reducing or avoiding probate court proceedings, simplifying estate administration, preserving privacy, and easing the burden on loved ones. We work with clients and their estate planning attorneys to identify opportunities that help facilitate the efficient transfer of assets according to their wishes.
Tailored Strategies
We offer customized estate and gift planning strategies designed around your family’s goals and financial circumstances. Whether your objectives involve probate avoidance, family wealth preservation, charitable giving, business succession planning, or tax-efficient wealth transfers, we can help identify opportunities that align with your long-term plans.
Lifetime Gift & Estate Tax Exemption
We stay current on the latest tax laws, including the federal lifetime gift and estate tax exemption. For 2026, the exemption is $15 million per individual and $30 million for married couples, subject to future inflation adjustments and legislative changes. While relatively few families will owe federal estate tax, proactive planning can help preserve wealth and maximize available tax benefits.
Exemption Portability
We can guide you through the portability election, which allows a surviving spouse to utilize a deceased spouse’s unused federal estate tax exemption. Properly making this election can preserve valuable tax benefits for future generations and should be considered even when no estate tax is currently due.
Annual Gift Tax Exclusion
Take advantage of the current $19,000 annual gift tax exclusion per recipient. Gifts within the annual exclusion amount do not reduce your lifetime gift and estate tax exemption.
If gifts to any individual exceed the annual exclusion amount during the year, a Federal Gift Tax Return (Form 709) is generally required. This filing requirement applies regardless of the donor’s net worth and often results in no current gift tax being due. The excess gift amount typically reduces a portion of the donor’s available lifetime gift and estate tax exemption rather than creating an immediate tax liability.
Coordinated Estate Planning
Effective estate planning requires coordination among tax advisors, attorneys, trustees, and family members. We work alongside your estate planning attorney to help ensure that tax considerations, gifting strategies, and wealth transfer objectives are integrated into your overall estate plan.
We are here to help you safeguard your assets for yourself, your family, and future generations. Contact us to schedule a consultation and develop a personalized plan that reflects your wishes, simplifies future estate administration, and helps preserve your family’s legacy.
Tax Planning and Compliance
At Rodger O. Howells, LLC we understand that taxes can be overwhelming and frustrating. We are here to take that weight off your shoulders. Our team of hardworking professionals are knowledgeable in the latest tax laws and strategies to help minimize your taxes while ensuring compliance with the law.
Tax Compliance: We will accurately prepare your returns and ensure that you receive all allowable deductions and credits. We will explain your return to help you make informed financial decisions.
Personalized Solutions: Every financial situation is unique. We offer tailored tax strategies that align with your personal and business goals.
Maximize Your Returns Across Borders: We can help you navigate the complexities of multistate taxation. Whether you are an individual with interests in multiple states or a business with a footprint across state lines, our professionals are here to provide expert multistate tax advice tailored to your unique situation.
Audit Support: In the unlikely event of an audit, we stand by your side, providing expert guidance every step of the way.
Call us today to schedule a consultation and take the first step towards developing a personalized tax strategy. We are here to help you stay in compliance with the tax laws and offer top-notch tax planning services.