Optimize Your Tax Returns with Expert Guidance
Gary Forbes Jr. Income Tax
Experience dedicated tax preparation and representation in Skiatook, Oklahoma.
Gary Forbes Jr. Income Tax (GFiT) is a veteran owned business providing income tax preparation for Individuals, Partnerships, Corporations, Estates, and Nonprofits. As a successful businessman and rancher, Gary Forbes provides expert tax advice to small business owners, ranchers, and farmers.
Utilizing a portal through a new secure platform, GFiT can prepare tax returns for ALL STATES regardless of your tax home while protecting your personal information from identity theft. GFiT can prepare tax returns for previous years even if you don’t have the original tax documents by getting them directly from the IRS for you. The secure platform allows you to upload your tax documents (i.e. Forms W2, 1099, 1098, etc), business profit and loss statements, receive your tax return for review, and electronic signature documents for e-filing authorization.
Services Offered
IRS Letters
IRS letters can be very confusing and worrisome. Send GFiT those letters! Gary Forbes is an Enrolled Agent who works directly with the IRS to resolve income tax issues on behalf of the Taxpayer. As an Enrolled Agent, he is empowered by the U.S. Department of the Treasury to represent Taxpayers before the IRS on all tax issues including identity theft, audits, collections and appeals. Enrolled Agent is the highest credential awarded by the IRS.
Business Formation
Needing help getting your business started? GFiT offers Business Formation services that include Business Entity Selection, Federal Employer Identification Number, and State registration and certification. Gary Forbes will also help you set up State accounts with the State Tax Commission.
End-of-Year Tax Planning
Do you need a new company truck or to purchase other equipment to offset your taxes? GFiT will provide you information to make informed decisions.
End-of-Year tax planning is essential to the self-employed in determining when to make major investments in capital assets and get the most tax benefit. GFiT also provides consultation services for tax implication of distributions from retirement savings, contributions to retirement savings, and capital gains and losses, among many other variables that may affect your tax return.
Estate Planning & Trusts
Making the wrong decision when creating a Trust can cost your beneficiaries thousands of dollars. GFiT provides tax implication advice for Estate Planning to help ensure your heirs pay the least taxes on their inheritance. Leave it to us to deal with the IRS for “tax closure” when a taxpayer dies by filing their final tax return and, if needed, initial Estate return.
Divorces
All divorces have income tax implications from changing your filing status, which then determines your standard deductions, to dividing up assets and looking at distribution with the least tax implications. Make an appointment with GFiT for a consultation to explore your options.