Tax

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

Achieve financial security with strategic tax preparation and minimize tax liability as you maximize profit objectives. We will provide tax planning to assist you with but are not limited to:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business
  • Estate Planning
  • Compensation and Retirement Savings
  • Sales Tax Services
  • Offer in Compromise

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Receiving an IRS notice can be unnerving at times. We provide professional immediate responses to any notice you may receive. Our experience helps settle issues in a timely and inexpensive manner for your security.

In addition, if you owe a large sum of back taxes and would like to settle with the Internal Revenue Service we can write an Offer in Compromise to help relieve this financial burden.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

20th Annual Bruce Rossmeyer Ride for Children
J Larsen

Education:

  • Bachelor of Science in Accounting from Rockhurst University 1995

Professional Affiliations:

  • Florida Institute of Certified Public Accountants
  • Missouri Institute of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • National Association of Certified Valuation Analysts

Heather J. Larsen, CPA, CVA

President

Heather J. Larsen, CPA, CVA, is the owner of J Larsen & Associates, P.C. She started her career in the tax department at Grant Thornton, LLP, an international public accounting firm in 1995 and left in 2001 as a Tax Manager in order to fulfill her dream to form her own accounting firm.

Heather has over twenty years of public accounting experience in providing tax planning and saving strategies, technical tax compliance, financial audits, business entity structuring, as well as management accounting and consulting services to clients in various industries.  She has extensive knowledge of tax laws and has successfully represented numerous taxpayers in State and Internal Revenue Service Examinations at both the local and appeals levels.  She is also a Certified Valuation Analyst and is well versed in the conditions that involve valuing businesses for estate tax purposes, charitable gifting, succession planning, and divorce and litigation support.  Heather has experience with clients in various industries including Automobile Dealerships, Powersports Dealerships, Real Estate Management and Development, Farming Industry, and a multitude of service related businesses. 

Heather strives to deliver excellent, individualized service and to make a difference in the lives of others through her ability to provide accurate and honest accounting and tax advice, as well as ethical valuations of businesses.

Heather is a Certified Public Accountant licensed in the states of Florida and Missouri and a National Certified Valuation Analyst and she sits on the Ethics Board of NACVA.

Her firm participates and holds a passing peer rate as administered by the AICPA and the Florida Institute of CPAs.