We help our clients plan their business and personal affairs in a tax efficient manner by utilizing the best tools available to the accounting profession.
What is planning?
Planning is advance calculations of the tax liability for the given year or a number of future years and analysis of the steps for minimization of the tax liability. During the year we help our clients plan ahead with tax minimization in mind. Click here for more details.
Time management is of the essence for our success and for your satisfaction. Therefore, we are offering discounts on the tax return preparation fees for those clients who contact us in November or December for planning and reviewing of their financial information.
Note: some more complex transactions or aggressive tax positions may require a different level of services covered under the Tax Consulting and Opinion Letters suite.
What is compliance?
Compliance is preparation of your tax return.
What is representation?
Very often taxpayers are contacted by taxing authorities regarding clarification of their tax filing positions or for a tax audit. We are happy to help our clients in those situations. These services are not part of the tax return preparation but are separate engagements requiring additional fees. However, as a courtesy, for those returns that we prepared, we are offering up to two complementary hours of our time in the following year to respond to notices and requests from the taxing authorities.
Also, make sure to ask us about our insurance option. For a small extra fee, you can prepay for up to fourty hours of our services (enough in most cases) that we will provide to you in the future if your return for that year is audited.
Which types of entities do we service?
We offer tax planning and compliance services for nearly every type of entity available under the current tax law: Individuals, C-corporations, S-corporations, LLCs, LPs, LLPs, Trusts, CRUTs, CLUTs, ILITs, Non-profit organizations, and others.
Please feel free to contact us for more information about Tax Planning, Compliance, and Reprsentation services.
