Our firm uses creative and effective tax planning techniques to help bring the most value back to our clients. Not only during tax time, but throughout the entire year, we provide our individual and business clients with the taxation expertise and knowledge they deserve. We dedicate our time to provide the most thorough service, while making sure that all possible tax savings have been discovered.
The close connection between business and personal taxes must be taken into consideration to establish the most beneficial tax reduction possible. During year end tax planning we pay close attention to the needs of the business and the owners to find creative ways to minimize their tax burden and increase their overall wealth.
Effective tax planning is essential in assisting individual clients in their overall financial life. We help our clients plan financial decisions related to major life events such as retirement, the sale or purchase of a business, exercise of stock options, rental property and vacation home activities, etc.
Tax Planning Strategies
By keeping current on new tax laws and attending continuing education classes, we provide our clients with the most advanced advice allowing them to minimize both their current and future tax liabilities. Some of the tax services we offer include, but are not limited to:
- Income tax planning
- Individual tax
- Corporation & Partnership compliance
- Limited Liability entity structuring
- Employee benefit plan compliance
- Not-for-profit organization preparation
- Estate and gift tax planning and compliance
- Inpatriate/Expatriate compliance
- Taxing authority representation
- Tax credits & incentives
- Multi-state tax support
- Cost segregation studies for real estate
- Interpretation of tax code for client benefit
Our diverse tax service offerings are designed to ensure your company is in the best tax position possible. For additional information on our comprehensive tax services, contact us at 770.476.1004, or click here for email. We look forward to speaking with you soon!