"In
this world nothing can be said to be certain, except death and taxes."
Benjamin Franklin
Taxes are a necessity of
modern civilization just as Mr. Franklin pointed out so eloquently
over 200 years ago. Not so certain are the rules. Our tax laws have
changed nearly every year in recent memory. The increasing complexity
of our tax laws make it nearly impossible for most businesses and
upper income individuals to confidently prepare their own returns.
Tax services constitute our largest
business segment. We commit substantial resources to research
materials, compliance software and planning tools. We provide our
clients with a quarterly newsletter to keep them abreast of new tax
laws and potential planning issues. Frequently we offer special alerts
and free brochures on significant taw legislation.
The following is a brief list of tax
services that we typically offer to individuals and small businesses:
Personal Tax Services
-
Tax
return preparation
-
Income tax planning and projections
-
Planning for new and proposed tax laws
-
Transaction planning (i.e. sale of a
business, asset purchases)
-
Tax planning associated with
investments
-
Tax issues related to retirement
plans
-
Tax research related to complex
issues
-
Estate
and gift tax planning
-
Audit representation
Small Business Tax Services
-
Tax return preparation
-
Tax planning and projections
-
State tax planning
-
Sales and use tax planning and
representation
-
Transaction planning related to
business opportunities
-
Choice of business entity structure
-
Tax research related to complex
business issues
-
Audit representation
We have bundled the
most commonly requested tax services into our Business Tax and
Personal Tax
Service Package Agreement (SPA) to
eliminate the uncertainty of traditional hourly billing for these
services.
