Tax planning and preparation
Our tax work goes past filling in the forms. We plan through the year to keep your tax burden as low as the law allows, and we stay current so you do not have to. From a straightforward individual return to a multi-state business filing, we handle it.
What this includes
- Individual and business tax return preparation
- Tax-efficient business structure recommendations
- IRS representation and audit support
- Quarterly tax planning sessions
- Deduction and credit optimization
- Multi-state tax compliance
- Estate and trust tax planning
- Retirement account optimization
- 1099 filings
- Merger and acquisition tax guidance