Tax Planning and Preparation

We offer services for

  • Individuals
  • Corporations
  • Partnerships
  • Family Office
  • Estate, Trust & Gift

Businesses and Individuals are constantly facing a Complex and dynamic set of Federal and State Tax laws. As these rules become more complex, it becomes more necessary for you to plan the right strategy for you to achieve your financial objectives. The professionals at TCG can assist you in navigating through this complex maze of Federal and State Tax Rules by acting as a proactive member of your financial team. Our team of professionals come from diverse backgrounds with international CPA firm experience, and practitioners with private industry experience.

Tax Planning and Return Preparation

Tax planning and return preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, or Corporate entity with local or Global operations, our experienced staff can develop tax strategies that would help you take advantage of new tax laws and legislation.

We prefer to take a proactive vs. a reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the most up to date taxation expertise and knowledge throughout the year.

By using the latest computerized tax preparation and research software we are able to accurately and efficiently guide our clients through a myriad of taxation issues and to prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

The Tax Consultancy Group has broad experience in assisting clients with variety of personal and business tax matters. We can provide you with effective planning and efficient tax return preparation, ensuring that you satisfy your legal obligations without missing opportunities to reduce your overall tax burden.

Tax Effects of Buying or Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Intricate Tax Issues

The Tax Consultancy Group specializes in resolving complicated tax issues with practical solutions. Our tax practice is focused on helping you minimize the taxes associated with your income, estate, and business transactions.

Planning for Tax Deferred Exchanges

Whether you are replacing real or personal properties in a deferred like kind exchange or in a reverse exchange transaction, our professional team is always available to assist you in implementing successful tax deferred exchange transactions.

IRS and Other Taxing Agency Representation

Facing an IRS or State audit, dispute or collections action can be a time-consuming, frustrating and intimidating process. When you or your business are involved in these situations, professional tax authority representation is recommended. We have the experience, know the rules and are here to serve you.

The Tax Consultancy Group knows the ins and outs of the federal and state taxing authorities. If you have a large or overdue tax bill and need help dealing with the collections branch of the IRS or another taxing Authority, we can represent you and work out a favorable resolution and can explain to you the reasons for the IRS or State claim.

With many years of experience dealing with various taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. The professionals of our firm specialize in providing affordable solutions to individuals and businesses that find themselves with federal or state tax problems. We can represent you and find the best solution to help you with your unfiled tax returns and other tax problems. You also never have to meet or talk with the Taxing Authority Personnel because we will.