Tax services
“Anyone may arrange his affairs so that his taxes shall be as low as
possible; he is not bound to choose that pattern which best pays the
treasury. There is not even a patriotic duty to increase one's taxes.
Over and over again the Courts have said that there is nothing sinister
in so arranging affairs as to keep taxes as low as possible. Everyone
does it, rich and poor alike and all do right, for nobody owes any
public duty to pay more than the law demands."
- Honorable Learned Hand, U.S. Appeals Court Judge, Helvering v. Gregory, 69 F.2d 809 (1934).
Business Tax Planning and Income Tax Return Preparation
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Individual Tax Planning and Income Tax Return Preparation
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Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on initially choosing the entity type that best fits your particular circumstances or restructuring your current entity at the point it becomes advantageous.
IRS Representation & Problem Resolution
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Succession planning
Do you have a successor? What are your plans? Sell out? It is never too early to plan for these events. If you are asking these questions in the year of your planned retirement, it may be too late. There are many strategies and techniques from a tax and financial perspective that could help. And you may need to modify some activities to achieve those goals.
These are just some of the ways that I can help you meet your tax needs! Call or EMAIL ME now to help!
The IRS requires me to mention that this written advice is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.