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Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

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FINANCIAL PLANNING*

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Income Planning
Elder Care Planning
Estate Planning

SEE HOW WE CAN HELP

  • Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax Insurance AgencySM.
  • Casement Group, LLC. is not a registered broker/dealer or registered investment advisory firm.

Essential Tax Tips for Small Business Owners

Maximize your savings and stay compliant with essential Florida business tax filing tips for small business owners from Casement Tax Preparation.

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Tax Service Myths: Clarifying Common Misconceptions

We clarify common tax service myths, from filing extensions to Florida residency, to help you navigate your taxes and find debt relief with confidence.

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Beyond the 1040: 3 Year-End Moves for Florida Business Owners and Investors

Tax season is here. Discover how Casement Tax Preparation helps Florida business owners and crypto investors move beyond basic filing to proactive wealth management.

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The “Clean Slate” Strategy: Why Now is the Time to Resolve Past-Due Tax Issues

Don’t let unfilled returns or tax debt ruin your 2026 season. Learn how our CPA/Attorney team provides the bulldog defense you need for total tax resolution.

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Maximizing Section 179: How to Use Equipment and Vehicle Purchases to Slash Your Business Tax Bill

For many business owners, the end of the year brings a mix of anxiety and opportunity. You know you need to reinvest in your company to grow, but you also want to keep your liability as low as possible. At Casement Tax Preparation, we believe the tax code isn’t just a...
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The 4 Most Critical Things to Know About Cryptocurrency Taxes

At Casement Tax Preparation, we understand that navigating cryptocurrency taxes can be daunting. Jim Casement is an expert in helping people file taxes for cryptocurrency, no matter what the situation. As investment in digital assets increases, so does the complexity...
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We Help Businesses With Taxes

At Casement Tax Preparation, we understand that navigating the complexities of tax regulations can be daunting for businesses. Our mission is to alleviate this burden by providing expert tax services tailored to your specific business needs. We are dedicated to...
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Casement Group, LLC on Back Taxes & Dealing with the IRS

When you owe back taxes to the IRS, they suddenly become very interested in your personal financial affairs.They’re going to start poking their nose into things that you’ve never seen the IRS be interested in, such as your:Housing costsCar payment, gas, and...
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Why Disability Insurance Matters – James P. Casement’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Lakewood Ranch taxpayers like you can take now to help...
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How South Bradenton Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Lakewood Ranch tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Casement Group, LLC, and not just because of tax season....
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