Welcome to TaxPros

Services

Tax Services We prefer to take a proactive vs. 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 individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation
            - Individuals
            - Corporations
            - Partnerships
            - LLCs/LLPs
            - Estates, trusts & gift
            - Not-for-profit organizations
Taxing authority representation
Divorce and support issues
Tax effects of buying/selling a business


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 the tax laws
  to minimize both your current and future tax liabilities.

            Tax Preparation

            Our significant investment in computerized tax preparation and research software enables us to 
                accurately  and efficiently prepare returns for various types of entities including individuals, corporations, 
                partnerships, trusts, estates, and not-for-profit organizations

           IRS Representation

             Our experience with tax authorities enables us to guide clients in their dealings with federal and state
                agencies. If you have been chosen for an audit, we are ready and willing to answer any and all
                questions the IRS may be asking of our clients.

 Advisory Services

We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our advisory services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:
- Entity selection and restructuring
- Accounting software selection, implementation, and support
- Business valuations
- Financial projections and forecasts
- Debt and finances advising
- Mergers and acquisitions
- Transaction structuring and negotiations
- Business succession

            Entity Selection and Restructuring

            Your business entity has a large impact on your taxes and other liabilities. From your company's inception
               through its growth and development, we can advise you on choosing an entity type and later restructuring if
               advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity
               type for the functions your business performs.

            Business Valuation

            The range of needs for valuing businesses continues to widen, we can provide in-depth analysis to help
                you identify and analyze the factors that drive the value of your company or one in which you have an interest.
                Uses for this service include estate planning and compliance, buying and selling businesses, divorce
                matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived
                value of a business. Our expert help can help you evaluate entities that you have an interest in and guide
                you towards making confident business decisions.

           Mergers, Acquisitions & Sales

           Whether you are buying, selling or considering a potential merger we can successfully structure and help
                negotiate the deal.  Analysis and due diligence to determine a fair asking price, tax structures, evaluate
                financials and cash flow impact, and assess compatible business functions.

            Business Succession Planning

            Effective coordination of the transition of your business to your successors is critical to ensure its continued
                success once you decide to remove yourself from the company's day to day operations. With a solid
                background in tax and other financial matters, we are fully qualified to address the complex issues of
                business continuation and can assist you in developing a strategically sound plan.


Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  •  Type of entity selection
  •  Business valuations
  •  Buying/selling a business
  •  Financial & retirement decisions
  •  Estate, trust & gift planning


Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for the transfer of assets to your beneficiaries minimizing tax liabilities.  For businesses, it can mean a smooth succession of ownership.  Let us guide you through the complex process of getting your financial affairs in order. 


Financial and Retirement Planning

Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

 

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