Tax return preparation and government compliance, apart from being a necessity, is the basis of our service to our clients. By analyzing the information that is developed during the tax return preparation process, we assist our clients in planning for the future and establishing benchmarks to evaluate tax savings opportunities.
See how our expertise and experience can help you pay the least amount of tax required by law by requesting our free guide:
Our experienced staff can develop tax strategies that take advantage of new and established tax laws for all of the following types of entities:
We believe that planning addresses the economic health of businesses and individuals and is the most important contribution that we can make to your success.
Business start-up, growth and succession planning are likely to be impacted substantially by taxes. Wealth development through proper retirement planning, estate planning and preservation for future generations is also enhanced by calculated tax planning.
*For international tax planning, we maintain a close relationship with and are a member of Polaris International, an affiliate organization, to assist in issues pertaining to most well-developed and emerging countries.
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plans.
Qualified retirement plans (e.g. defined-contribution, defined-benefit, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Reaume Corporation, an affiliate member of our Group, is also available to assist in administration and portfolio management.
During our years of experience in dealing with many taxing authorities, we have achieved a high level of competence that can ensure our clients are being represented properly before the various federal, state and municipal tax agencies.
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"Your advice identified $165,000 in previously overlooked tax deductions and discovered a favorable tax treatment for over $250,000 in revenue..."
Michael Medwid
Three M Holdings