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Tax Planning and Preparation
At Sklenar Company we're on your side, not Uncle Sam's.  So we do all we can to help minimize your tax liability, and maximize your personal wealth.  We offer you expertise to clarify complex personal tax returns, and save you as much tax money as the law allows.

We take advanced courses to keep up with the latest laws concerning tax and financial planning, and make them work for your personal gain.  We provide services designed to maximize your personal wealth, such as:
  • Customized income tax planning - So you save all year, and get all the deductions, credits, and tax breaks you've got coming.
  • Retirement planning - Learn how to get the most out of your IRA or pension plan.  And find out how to time your distribution for your maximum gain.
  • Long-term financial planning - Together, we'll examine your situation, then set long-term goals and strategies to meet them.
  • Estate planning - Plan ahead so your assets go to your loved ones, not the IRS.  Avoid probate and minimize estate taxes.  Receive counseling about wills, trusts, and powers of attorney for health care and financial decisions.  If your goal is to eliminate estate taxes, we have the advanced planning techniques and the expertise to make estate taxes disappear, regardless of the size of your estate.
  • Payroll Tax Planning - Often the largest taxes paid by businesses are the payroll taxes, including social security, Medicare, and federal and state unemployment taxes.
We will help you minimize these taxes through various planning techniques.   In some cases, we have been able to recommend strategies saving thousands of dollars annually for businesses with only a few employees.

We prepare all types of tax returns for businesses and individuals.   For business, that includes proprietorship, partnership, corporate, S Corp, and Limited Liability Company (LLC) income tax returns, as well as payroll and other business returns.  For individuals, we
prepare all federal and state income tax returns.
IRS Representation
What happens when you get a letter from the IRS?  Often it's a simple matter to clear up.  Other times, such as when it's notification of an audit, you may wish to have someone represent you.  Whether we prepared the tax return or not, we believe it levels the playing field to have a professional represent you.  We feel that it's important to have someone sitting at the table who knows at least as much (or more) than the IRS auditor.

Disagreements often come down to interpretation of the facts and/or the tax law. Our job is to make sure that all evidence supporting your position is presented. When we prepare the tax returns, our audit and tax representation experience enables us to anticipate and document items and issues that could come up if you are ever audited by the IRS.

Never deal with the IRS again.  Once you engage us to represent you, you will no longer have to talk to or meet with representatives of the IRS.  We do.   We deal with the IRS on a regular basis and, as a result, we know the rules and are efficient and organized to provide these services. This translates into savings to you and your company.

Compilations and Reviews
Sometimes your business may require a Compilation or Review level financial statement.   The bank may require it as a condition of additional financing.   Perhaps you want to position your business for sale in the near future, and want to have more "credible" financial statements.

Whatever the reason, Sklenar Company has a team of experienced professionals to provide outside CPA Compiled or Reviewed financial statements to meet your needs.  Plus, we'll provide them for you as quickly as you need them.
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202 West 7th Street, Carroll, Iowa 51401
Phone: 712-792-6400  •  Fax: 712-792-6670
Email: email@sklenar.com

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Securities offered through thinkorswim, Inc., a registered broker dealer and member FINRA/SIPC, 600 West Chicago, IL 60610.  Advisory services offered through Honkamp Krueger Financial Services, Inc. and Redhawk Wealth Advisors, Inc., both registered investment advisors.  Premier Financial Services, Inc., thinkorswim, Inc.,  Honkamp Kruger Financial Services, Inc. and Redhawk Wealth Advisors, Inc. are independent corporations.
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