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Over 43 Years of Excellence Beall Barclay & Company, PLC, we can lighten your tax burden. From simple tax preparation to complex itemization, our goal is to serve you in ways that are valuable to you.







2007 Arkansas Small Business Assoc.
Financial Svcs Champion of the Year

 
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Tax Planning Guide



January 2008:
Beall Barclay Supports Fort Smith Innovation & Entrepreneurship Center (PDF)

August 23, 2006:
Beall Barclay Welcomes Mike Wilson (PDF)

August 22, 2006:
Pension Protection Act of 2006 (PDF)

April 13, 2006:
Beall Barclay receives 2006 Small Business Award (PDF)
Preparation | Planning | Representation | Analysis | Retirement
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Do not let the financial burden of the government interfere with your mental state, or your valuable working hours. Cast THIS burden on us!

Beall Barclay & Company, PLC offers familiarity with complex tax laws and the knowledge needed to work with you to devise a plan to minimize your taxes.




Tax Forms On-line - Here are some of our most requested tax forms for you to download. If you are unable to find your form listed here, our related links include federal and state forms that you will be able to download.

Look at our calendar for tax deadlines - Don't miss an important deadline. Check here for dates to remember.

How long should I retain my important records? - A frequently asked question with some important answers!


Preparation of income, estate, and gift tax returns and special reports.

We have a tax department that is very experienced in preparing federal and state returns for:
  • Corporations
  • Partnerships
  • Individuals
  • Not-for-Profits
  • Estates
  • Employee benefit plan returns

Interested in getting your refund quickly?

We are able to electronically file your federal and state tax returns, which enables you to receive your refund in a couple of weeks. Or if you prefer to have it quicker, you can elect to have you refund directly deposited into your own bank account.

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Personal and business tax planning.

Why wait until your tax return is prepared to know how your year turned out. Here at Beall Barclay & Company, PLC, we want you to know before hand. By being proactive with our clients, we can make suggestions that might make your new year more pleasant. Whether it is incorporating a business or maximizing deductions, we assist our clients throughout the ENTIRE year in making decisions regarding their taxes. Below are a few items we will assist you with during the year.
  • Incorporating a business
  • Starting a new business
  • End of year tax planning
  • Contributions
  • New tax laws
  • Starting an IRA
  • Selling land given to you by your parents

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Representation before taxing authorities.

You do not have to go at it alone. We will represent you before taxing authorities, on numerous issues including federal income tax, state income tax, and sales tax issues.

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Analysis of tax implications of investment and retirement decisions.

  • When should I retire?
  • If I sell/buy this investment how does it affect me?
  • How do I start a new business?
  • I am looking at purchasing rental property for additional income. Is this beneficial to me?
  • Should I setup a Traditional IRA, a Roth IRA or Keogh Plan?
  • You have inherited stock from your grandmother and plan on selling it. Will this cause you to have taxable income and increase your tax liability?

These are a few of the questions our firm will help you to analyze the answers and assist you in making your decision.

To avoid tax consequences, we invite you to come by and talk with us about buying or selling your investments. We can give you scenarios on how this will affect your tax return.


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Retirement and estate planning.

Retirement

  • What will happen when I retire?
  • My company is offering me early retirement. What should I be concerned with?
  • How much do I need to save, if I am going to retire in 5, 10, 20 or 30 years?

Our firm can assist you in these questions and others regarding your retirement. We will sit down with you and discuss your options.

Estate Planning

We want to help you to decide what happens to your estate after you depart from this life. Your family should be able to receive the most of your estate and not have to deal with paying the taxes on your estate.

Although the Congress has passed a law to repeal the estate tax, this does not end estate taxes altogether. It will be phased out slowly over a ten-year period. In the year 2010 the estate tax will disappear for only one year. Unless Congress decides to make it permanent, in the year 2011 it reverts back to the law as it is in 2001.The consequences will be felt when your heirs try to turn their inherited assets into their own spending money.


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More Information

For more information on how our Tax team can be of service to you
  • Call our Fort Smith office at: 479-484-5740
  • Call our Rogers office at: 479-636-4461
    or
  • Email:
        John Davis, Tax Member
        Mike Moser, Tax Member
        David Damron, Tax Member

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Related Links:

Software
Adobe Acrobat Reader - used to view many documents on the internet.

Federal
Internal Revenue Service
IRS Taxpayer Help & Education
IRS Forms & Publications
IRS Forms & Instructions
Social Security Administration Online (SSA) Home Page

Arkansas
Arkansas Department of Finance & Administration
Arkansas DFA Business & Personal Taxes
Arkansas Sales Tax
Department of WorkForce Services (formally Arkansas Employment Security Department)
Arkansas Employment Security Department Forms

Oklahoma
Oklahoma Tax Commission
Oklahoma Tax Forms
Oklahoma Employment Security Commission
Oklahoma Employment Security Commission Employer Forms

Missouri
Missouri Department of Revenue
Missouri Forms & Publications
Missouri Division of Employment Security Forms

 

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