Tax Planning for Individuals

While tax compliance is essential for every organization, tax planning is just as critical to your ongoing success. Our team helps you plan for tax minimization by working to proactively identify opportunities for savings at the local, state, federal and international levels. We evaluate available credits, abatements, deductions, deferments, depreciation opportunities and many other tax planning tools on a continuous basis.

Effective tax minimization requires more than just understanding the law; it also requires understanding and maintaining a working knowledge of your business and personal situation. By focusing on continuing professional education and stressing open and frequent communication with our clients, we are able to identify opportunities when they arise and ensure that our clients are taking advantage of each opportunity for tax minimization.

Our Tax Consulting Services Include:

  • Compensation Planning for Pass-Through Entities
  • Business Succession Planning
  • State and Federal Dispute Representation
  • Multi-State Tax Planning
  • Mergers & Acquisitions Tax Structuring and Planning

Tax Planning for Individuals

While tax compliance is essential for every organization, tax planning is just as critical to your ongoing success. Our team helps you plan for tax minimization by working to proactively identify opportunities for savings at the local, state, federal and international levels. We evaluate available credits, abatements, deductions, deferments, depreciation opportunities and many other tax planning tools on a continuous basis.

Effective tax minimization requires more than just understanding the law; it also requires understanding and maintaining a working knowledge of your business and personal situation. By focusing on continuing professional education and stressing open and frequent communication with our clients, we are able to identify opportunities when they arise and ensure that our clients are taking advantage of each opportunity for tax minimization.

Our Tax Consulting Services Include:

  • Compensation Planning for Pass-Through Entities
  • Business Succession Planning
  • State and Federal Dispute Representation
  • Multi-State Tax Planning
  • Mergers & Acquisitions Tax Structuring and Planning

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Practice Leaders

Rob Yeend, CPA

Rob Yeend, CPA

Partner

Email Rob

Brian Brammer, CPA

Brian Brammer, CPA

Partner

Email Brian

Related Posts

Social Security Fairness Act: What Retirees Need to Know About Retroactive Payments and Taxes

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