Tax Planning and IRS Representation Services
Terry Lockie, & Associates can create a strategy that will help you prepare for taxes, and help you avoid unpleasant surprises. You’ll save on taxes, and find the best ways to shelter your money.
- Estate Tax Planning
- Income Tax
- Divorce Tax Rules
- Capital Gains Tax
- Payroll Taxes
- Sales/Use Taxes
- Estate and Gift Tax Planning
With new tax bills, estate and gift tax planning has become much more important. When you’re dealing with estate planning, the last thing you want to worry about is the government getting the bulk of your estate. We can sit down with you, discuss all your estate and gift tax needs, and work out a plan to minimize your taxes. Terry Lockie is a founding member and a current member of the Estate Planning Council of the Greater Siouxland Area, Inc, so you’ll get experienced, knowledgeable service.
IRS Debt resolution and Audit Representation
If you have an unresolved debt with the IRS Terry can help you. If you’re audited by the IRS, and/or state agencies, you need someone with experience to represent you. We can offer such IRS representation at the audit level in Appeals and help a Tax Court case. Terry has done several offers in compromise with the IRS, helping clients pay many dollars less than the IRS originally wanted.
