Tax Planning and Preparation

Tax Planning and Return Preparation

Our team has broad experience in assisting clients with a variety of multiple personal and business tax concerns. We can provide you with effective planning and efficient tax return preparation, ensuring that your legal obligations are satisfied without missing opportunities to reduce your overall tax burden.

We offer services for:

  • Individuals
  • Partnerships
  • Estate, trust, and gift
  • Corporations
  • Family offices
  • Not-for-profit organizations

Estate, Trust and Gift Planning

Effective estate, trust, 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.

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.

Tax Update for 2015

Because the tax rules for 2015 are in flux, taxpayers will face uncertainty when making business and investment decisions. Here is what we know to date…

Additional Information