For 20 years we have been providing an integrated package of services to assist our clients in achieving their goals.

 The areas we focus on are:

1.   Tax planning and preparation
  • Continual short and long term tax planning to minimize taxes
  • Estate planning strategies
  • Consulting regarding adequate record documentation
  • Accurate and timely tax preparation
  • Representation before the Internal Revenue Service as well as other taxing authorities
2.   Business and personal financial strategies
  • Goal definition and establishment
  • Assessment of current situation
  • Factoring impact of taxes and inflation
  • Developing plan utilizing resources available
  • Measurement of progress
3.   Business consultation
  • Purchase of business
  • Sale of business
  • Feasibility studies
  • Cash flow analysis
  • Compensation and benefit packages
  • Accounting and reporting systems
  • General business consulting
4.   Investment and Insurance solutions
  • Robert D. Calcutta is a registered representative of Walnut Street Securities, Inc. (WSS) Member FINRA/SIPC. Robert D. Calcutta Investments, LLC has an alliance with Tucker Boynton Company and are not affiliated with WSS. Robert D. Calcutta offers tax planning and accounting services, but not in his capacity of registered representative. Tax and accounting services are offered independently from services offered by WSS.
We are prepared to meet our small business and individual clients at their point of need.
Please let us know how we may be of service to you.

 

©2004 Robert D. Calcutta, P.A. All rights reserved

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