Areas of Practice

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients with a brief description.

TAX PLANNING SERVICES

income tax saving

  • Tax Preparation
  • IRS Representation
  • IRS Collections
  • Offers In Compromise
  • Tax Projections
  • Short- And Long-Term Tax Strategies
  • Tax Law Updates
  • Tax Compliance Analysis
  • Tax Reduction And Deferral Plans
  • Accurate Tax Return Preparation
  • Real Estate Tax Impact Strategy
  • Tax Consolidation Planning
  • High Income Tax Saving Strategies
  • International Tax Planning

PERSONAL WEALTH PLANNING

At the accounting office of Thomas Donelon, CPA, our goal is to preserve your assets. We are not afraid of an aggressive stand on your tax issues and will vigorously represent your position with tax authorities.

Services Include:

financial management services

  • Estate And Gift Tax Planning
  • Individual Tax Planning And Compliance
  • Asset Protection
  • Income Tax Planning For Trusts And Estates
  • Business Succession Planning
  • Valuations
  • Foreign Trusts And Estates
  • Multi-State Taxation
  • Retirement Income Planning

SMALL BUSINESS AND MANAGEMENT CONSULTING

Owning a small business means you play a large number of roles including CEO and everything in between. We help take some of your "to-do's" off your list so you can focus on making your business grow and flourish. We help provide the basic services at a price that makes this a viable, cost effective option. Also, our professionals are trained to offer a timely completion and thorough understanding of reporting requirements of small businesses. We are skilled at identifying opportunities to minimize or defer income taxes and to minimize your bottom line.

Services Include the Following:

  • Monthly Financial Statement Preparation
  • Bookkeeping Services
  • Payroll Services
  • Income Tax Reporting
  • Sales Tax, Payroll Tax, Personal Property Tax Reporting
  • QuickBooks
  • Business Consulting Services

The professionals at the office of Thomas Donelon, CPA have experience in meeting the unique needs of new businesses. Our services are designed to evolve with your company's needs.

Services Include the Following:

  • Entity Selection (S Corp, LLC, C Corp, etc.)
  • Business Plan Development And Selection
  • Business Valuations
  • Financial Forecasting
  • Tax Planning
  • Business Consulting Services
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Thomas Donelon CPA, MST
601 Heritage Dr. #114 Jupiter FL 33458
5614710501

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Contact Information

Thomas Donelon

Thomas Donelon CPA, MST
 
601 Heritage Dr. #114
Jupiter FL 33458

Phone: 561-471-0501
Fax: 561-658-0442
E-mail: doneloncpa@aol.com

Business Houes:
Monday-Friday 9 a.m.-6 p.m.
Saturday and Evening appointment available

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