Real Experiences, Real Success

Client Stories

At Noack & Company, we take pride in the success of our clients. Here are some of their stories, showcasing how our expertise and personalized approach have helped them achieve their financial goals.

Transforming Small Business Finances with Strategic Planning.

Jane Doe, Owner of Doe’s Bakery

Services Used: Business Tax Planning, QuickBooks Help, Payroll Services

Jane came to us with a thriving bakery but struggling with financial management. We implemented a robust tax planning strategy, streamlined her payroll process, and provided QuickBooks training. As a result, Jane’s bakery saw a 20% increase in profitability within the first year.

Successfully Navigating Complex Tax Issues and IRS Audits.

John Smith, Real Estate Investor

Services Used: FIRPTA Guidance, IRS Representation, Personal Tax Planning

John, an international real estate investor, faced complex tax issues related to FIRPTA. Our team provided comprehensive guidance and represented him during IRS audits. We also developed a tax planning strategy tailored to his investments. John successfully resolved his tax issues and optimized his tax savings.

Securing Financial Future Through Comprehensive Planning.

Mary Johnson, Retiree

Services Used: Retirement Planning, Estate Planning, Tax Preparation

Mary approached us for help with retirement planning and securing her financial future. We developed a comprehensive retirement plan, including investment strategies and estate planning. Additionally, we provided tax preparation services to ensure her compliance and optimize her savings.

Streamlining Business Operations for Enhanced Growth.

Alex Brown, CEO of Brown Tech Solutions

Services Used: Business Consulting, Financial Statement Preparation, Bookkeeping.

Alex’s tech company was growing rapidly, but he needed help managing the financial aspects. We provided business consulting, prepared detailed financial statements, and handled bookkeeping. These services allowed Alex to focus on expanding his business while we managed the financial operations.

Do you Own US Property?

The Foreign Investment in Real Property Tax Act (FIRPTA) of 1980 imposes a tax on capital gains derived by foreign persons from the dispositions of U.S. property interests.

If you are a foreigner, or you are purchasing a property from a foreigner, FIRPTA might affect you. Whether you’re preparing to buy or sell a US property, it’s important to understand your obligations.