Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients are properly represented before the various federal and state tax agencies.
Sales Tax Services
Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in compiling information and preparing sales tax returns in an efficient and timely manner.
Tax Planning
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in tax laws to minimize both your current and future tax liabilities.
Tax Preparation
Our significant investment in computerized tax, preparation and research software enable us to accurately and efficiently prepare returns for various types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Ready to get your taxes started? Call 904-737-7756.
