Tax Planning and Preparation Services for Businesses

Customized Tax Planning and Preparation for Businesses

Tax Planning Strategies for Businesses

We believe tax strategies should be an integral part of your business strategy. You need an experienced tax team that is knowledgeable about the latest regulatory issues and changes to help ensure your business tax preparation strategy is IRS compliant and effective.

Our team of tax professionals will work with your outside legal counsel and alongside your wealth advisor to help you with your company’s tax planning and preparation needs. We work with clients that include business owners and privately held companies to help ensure they receive proactive, creative tax consulting services and year-round tax planning focused on helping them achieve business and personal objectives.

From preparing your company’s annual tax returns, to creating tax-advantaged trusts, we’re here to help you navigate the tax complexities unique to your business.

We offer assistance with the following tax preparation services:

• Proactive tax analysis to identify areas for tax reduction
• Federal, state and local tax compliance
• Multi-state strategies
• Representation and support for IRS and state tax audits
• General tax preparation services and year-round planning
• Bookkeeping and family office services including back-office support
• 401(k) and IRA plan optimization and distribution strategies