Our Services

At Sedita Kilton, we don’t just manage your tax and financial needs. We become part of your financial blueprint for generations to come.

Our trained and knowledgeable staff partner with you to develop a customized financial program tailored to your goals and vision. Once your needs and goals have been identified, we establish appropriate strategies to serve your objectives.

Our expertise in tax planning, financial services, and accounting allow us to help you execute a sound financial strategy.

 

Comprehensive Financial Planning:

Investment Planning

a.       Tax-integrated investment planning

b.      Diversified investment portfolios

Asset Protection

a.       Coordination with attorneys

Retirement Planning

a.      Strategies to help achieve retirement goals

b.      Social Security and Medicare analysis

c.       Cash flow and tax planning in retirement

d.      The Florida Retirement System and Deferred Retirement Option Program Rollovers

Business Succession Planning

a.       Assistance with buy/sell agreements

b.      Assistance with exit strategies

c.       Tax planning regarding mergers and acquisitions

Estate Planning

a.       Assistance with transfer of assets to avoid probate

b.      Estate and gift tax planning

Insurance Solutions

a.       Providing evaluation and alternatives for life insurance needs

b.      Referrals and assistance with other insurance needs

Education Planning

a.       529 planning

b.      Tax planning for education tax credits

Debt Management

a.       Evaluation of debt solutions

b.      Assistance with cash flow management

Real Estate Sales & Marketing

a.       Real estate agent

b.      Assistance with finding qualified agents in other locations

 

Tax & Accounting Services:

Proactive Tax Planning

a.       Analysis and planning for 2017 Tax Cuts and Jobs Act (aka Tax Reform)

b.      Ongoing evaluation of tax saving opportunities

c.       Tax projections for federal withholding and estimated tax payments

Corporate Tax Compliance

a.       Filing corporate tax returns

b.      Review prior year returns for potential tax saving opportunities

Write-Up & Bookkeeping Services

a.       QuickBook Pro Advisors – assistance and training for QuickBooks

b.      Bookkeeping data entry

c.       Review of accounting records for accuracy and adjustments

Audits, Reviews, and Compilations

a.       Provide financial statements with accountant’s report to satisfy banks, bonding companies, and regulatory agencies

Payroll Services

a.       Filing of quarterly and year-end payroll returns

Individual Tax Compliance

a.       Filing corporate tax returns

b.      Review prior year returns for potential tax saving opportunities