Tax News Fall 2015 - Carleton, Lopez and Wiesman

Before the truly busy season begins for you and your family with school and the upcoming holiday obligations, now is the time to give some thought to your year-end tax planning strategies. Are you planning on cleaning out your house and donating to the local Goodwill Center? Or is 2015 the year you decided to start a new business? Following are tips for these considerations as well as other tax issues you may be encountering.

This issue includes information about:

Charitable Donations,
Rollover of IRA funds,
New Business Considerations,
and much more

Read the full tax newsletter here

Testimonials

Community Action Programs Inter-City, Inc. has been in business over forty years. David J. Carleton has been performing our audit for more than ten years. His knowledge and expertise in the non-profit world has served us well. Mr. Carleton is always available not only during the audit but during the course of the year when questions come up regarding government regulations. Not only do we consider Mr. Carleton to be an expert in his field, but I also call Mr. Carleton a close friend.

John L

I’ve worked with and relied on David Carleton CPA for many years for both personal and business tax work. We have found him to be honest, dependable and committed to his clients.His advice has been excellent and correct and he has proven to be a great negotiator when working with the tax authorities. The level of service accommodates every need.

Robert T

Chelsea Revere Winthrop Elder Services is a private not for profit agency. We have received excellent service from Carleton lopez and Wiesman CPA’S. The firm has performed our annual audits and has served as consultants to us in the ever changing climate of government programs and updating of non-profit regulations. We highly recommend them for their efficiency, comprehensive knowledge and thoroughness.

James C

After several years of unsatisfactory service and reliability we turned to David Carleton & Company for our monthly accounting requirements, audited financial statements, and tax preparation. The expert advice and guidance has proven favorable and after 21 years our business relationship continues to grow. It has been a pleasure working with David and his knowledgeable staff.”

Jason V.