Tax Services
Tax services are provided in eight principal areas:
- Analyzing client tax situations by reviewing the personal and/or business tax returns for the past three years.
- Providing clients with an understanding of the provisions of current tax laws, including any recent tax law changes.
- Providing the client with recommendations and alternatives that should be considered.
- Performing tax research related to unique situations, or tax planning decision making.
- Developing tax avoidance (but not evasion) strategies and tax planning solutions.
- Preparing tax returns and reports required by state and Federal taxing authorities.
- Responding to inquiries from tax authorities and serving as a client representative advocate in audit meetings to resolve tax issues in favor of the client, if possible.
- Providing presentations, newsletters, e-mails, and other communications to promptly advise clients of changes in the tax laws.
