TAX PLANNING SERVICES
Tax Planning Services
If you’re starting a new business, we can determine which business structure will bring the highest tax savings now and down the road. We also provide income tax planning for individual business owners and taxpayers and will find ways to reduce your income taxes so you can keep more of what you earn.
Strategic Tax Planning
As your trusted tax advisor, we carefully anticipate how your business could be impacted by tax laws. Our goal is to manage your effective tax rate so more profits are directed towards your bottom line.
Alternative Minimum Tax Planning
We offer alternative minimum tax planning to deal effectively with this tax and can prepare the necessary paperwork to determine if you owe Alternative Minimum Tax.
Multi-State Tax Planning
We’re experienced tax accountants can deal with tax laws across multiple states. We’ll find ways to minimize taxes while making sure your business is in compliance with Federal and State tax regulations.
Estate Planning
No matter what stage you’re at in life, its never too early to consider the financial future of you and your family. Our comprehensive approach to estate planning considers your retirement goals and will preserve assets for your loved ones.
Succession Planning
There are many questions involved in business succession planning. Will your family retain ownership of the business? Will you transition ownership to a key employee? We’ll work with you to consider these options ahead of time and develop a plan that’s in line with your personal priorities.
Non-Profit Tax Planning
Non-profit organizations are under constant scrutiny from the IRS and must stay in compliance in order to maintain their tax exempt status. We understand tax planning for non-profits and will make sure your records meet government standards.