Taxes A key differentiating factor about our firm is our tax planning focus. We understand that tax planning is not exciting to most owners. In fact, most prefer to avoid it at all costs. We strongly advocate tax planning to our clients because it is one of the most controllableA key differentiating factor about our firm is our tax planning focus. We understand that tax planning is not exciting to most owners. In fact, most prefer to avoid it at all costs. We strongly advocate tax planning to our clients because it is one of the most controllable and value added services an accountant can provide a client. We can offer insight into to your business to help you review pricing decisions or address a tough decision, but from a tax perspective we can calculate and apply definitive rules to help create the most favorable post-tax strategy treatment of your income. Even if you cannot produce a better bottom line there are tax incentives and deferral strategies that can, and should be, reviewed and applied. The key is proactively planning for these events. Creating a tax strategy in February for the prior year is almost a lost cause. Developing a tax strategy in November that is forward looking into the next year enables you to take the fullest advantage of the current and next year’s tax benefits. A major tax element is our integration of your business and personal financial planning. You cannot separate the business from the individual financial reporting. Income flows through. We help you connect the business and personal financial planning so the net affect is the best possible wealth accumulation position based on your business performance and individual financial position. Our tax services include: Federal, State & Local Tax Return Preparation Proactive Tax Planning Estate Planning Employee Benefits & Retirement Plans Sales Taxation Business Succession/Exit Planning Mergers & Acquisitions Tax Impact Business Entity Selection We pride ourselves on our tax abilities and welcome the opportunity to review your situation.