The subject everybody loves to hate—especially when they
turn out to be a nasty surprise.
Have you ever wished that somebody had warned you about a big
tax bite headed your way so that you could have been prepared for
it? That’s what we
do—give you that early warning signal that can soften the blow (or
sometimes give you reason to celebrate when the news is good).
We believe that tax
preparation is a by-product of everything else we do for our
clients. The first step
in tax preparation is tax planning.
Our style is to monitor how you’re doing, either by
reviewing interim financial results, or advising you on the tax
consequences of a proposed transaction.
By being involved up-front, we can bring our expertise in
various tax planning strategies to bear before the die is cast. We can help you make tax-smart decisions in areas such as:
Income deferral techniques,
Like kind exchanges of
Advantageous allocations of
sales and purchase prices,
Choosing the right assets to
keep or sell,
Special tax breaks related to
Taking advantage of losses to
offset other income,
Maximizing retirement plan
Determining the best way to buy
or sell a business, and
Choosing and utilizing the
right separate entities that offer the best tax advantages.
By choosing the
right strategies and implementing them timely, you can achieve the
best tax result and know what it is well before the piper must be
paid. As a result, the
actual preparation of your tax return follows along easily.
As you would
expect, we use sophisticated “high-end” tax software to prepare
our clients’ tax returns. In
addition to individual returns, including preparing returns for any
state, we have extensive experience with all kinds of business
returns—partnerships, corporations, and trusts. Tax returns for estates—taxation of estates at death and
taxation of estate income during administration—is one of our
returns are another specialty.
We are very experienced in tax research and know how to find
the best right answer to any tax question.
Check with us to
see how we can help you achieve your tax goals.