Mercado, Richard, CPA

Accountants-Certified Public, Accounting Services, Financial Planning Consultants

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(203) 775-6254Call Visit WebsiteVisit Website Map & DirectionsDirections632 Federal RdBrookfield, CT 06804 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Brookfield with Accountants-Certified Public

New Fairfield (6 miles)
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Roxbury (13 miles)
Sherman (14 miles)

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Mercado Richard CPA Cfp

Richard Mercado CPA Cfp

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https://rmercfinancial.com

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Accountants-Certified Public, Accounting Services, Financial Planning Consultants, Financial Services, Payroll Service, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (203) 775-6254

Address: 632 Federal Rd, Brookfield, CT 06804

Website: https://rmercfinancial.com

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Mercado, Richard, CPA

Tax Planning
Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Whether you work for a corporation or are self-employed, we can help you minimize your tax liability.
Charitable Giving
Estate Taxes
Avoiding Probate
The primary purpose of a living trust is to avoid probate. Property in a living trust is not included in the probate estate. A living trust generally Does Not save the estate any "Death Taxes" that are paid in settling an estate. A living trust also does not protect property from creditors or ex-spouses.
Tax Services
Roth IRA
Taxpayers can convert their Indiviual Retirement Account (IRA) to a Roth regardless of theit income level. Unfortunately, the decision is anything but crystal clear. This discussion will be undertaken in a question and answer format. Note: this discussion was based upon converting to a Roth IRA in 2010. While the conversion in 2011 results in taxable income all in 2011, the remaining principles still apply.
Real Estate Taxes
Income Tax
Prepartion of fiduciary income tax returns for estates and trusts are done by the firm. We also service not-for-profit organizations.
Tax Return Preparation
Business Tax Return Preparation
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.We specialize in new business start ups including tax reporting requirements and help you decide what form of business is best for you: Sole Proprietor, LLC, Sub S Corp, or a C Corp.

Investment Management
Mutual Funds
*ANOTHER POINT-Know what fees you will incur if someone offers you a new investment in a Roth. Changing investments from one mutual fund or broker to another fund or new brokerage/investment house could be costly. Ask the person who suggest such a move what the costs(i.e. commissions) are.

Accounting Services
Payroll Services
Total payroll services for small business clients have been provided for many years. Services include: Set up and maintenance of all records, withholdings of tax and benefit contributions, Federal and State tax filings,and preparation of all W-2's and 1099 forms.
Bookkeeping Services
Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We primarily support QuickBooks accounting software.

Financial Planning
Retirement Planning
Living Trusts
Probated documents such as the will, inventory of assets held by the decedent become a matter of public record. Even where an individual has a living trust that was originally set up to hold assets, it is still important to have a will which will "pour over" into the established trust any assets which were not transferred to the living trust. See comments on living trusts below.

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