Tax

Proactive Tax Methodology

  • Review tax planning opportunities based on client business model under existing and prospective tax law
  • Tax planning integration between client's businesses and personal tax situations
  • Prepare and update tax projections during the year for tax planning purposes
  • Business tax return preparation and filing for legal entities
  • Personal tax return preparation and filing for business owner
  • Preparation of estimated tax payments (when required)
  • Seamless technology-enabled tax return process