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Peridot Tax Services

For Businesses, Corporations, Partnerships, and Trusts/Estates

Peridot Consulting, Inc has a combined 40+ years of combined experience in the following:

  • Dedicated Tax Preparation
  • Strategic Tax Planning
  • Tax Representation
  • Tax Resolutions
  • Estate & Trust Accounting
  • Corporate Tax
  • Sales & Use Tax
  • Nonprofit Tax Services
  • Tax Consulting
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What's the difference?

Tax Planning

You may be asking for tax preparation but what you really want is tax planning. Tax planning is an ongoing conversation between you and your accountant.

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Here are some concepts to consider:

  • Takes place before you file your taxes 

  • Long and short-term planning catered to your specific situation

  • Establishing long and short-term goals

  • Establishing optimal plans

  • Continuous engagement and updates

  • Awareness of your situation

  • Developing strategies by an understanding and awareness about how each entity is taxed and how it affects the owners

  • Corporate structure

  • Estate planning

  • Entity selection

Tax planning requires research and an understanding of your current financial situation and future goals in order to make helpful recommendations.

Tax Preparation

Tax preparation is when a preparer takes your recent financial information in order to file your return while meeting any applicable laws. 

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They can help make sure you also take advantage of any credits or deductions that you are eligible for, especially if tax laws have recently changed.

  • Transactional with the IRS and State Dept. of Revenue and local agencies

  • Translation of documents into a tax return

  • Very tax return output driven

Tax prep requires updating any recent life changes, such as a change in household size or job change, a professional can take some of the confusion out of the picture.

TAX Representation & Resolution 

In addition to representing you before the state, we can also provide direct tax representation and resolution before the IRS.  John Michael Kledis is a designated Enrolled Agent, the highest designation given by the IRS, a federal designation allowing direct representation to the IRS.

Who Do We Work With?
From consulting and real estate professionals to breweries, tour companies, musicians, restaurants, medical professionals and nonprofits - basically, any business type.
 
We work with each client's unique needs by developing a business partner relationship that caters to their specific concerns.
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Our client's cloud-based tools include:
  • Free online cloud storage
  • Highly Secure Client Portal
  • On-demand documents
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