Corporate/Individual Tax Planning

Our tax services include planning and preparation for individuals, corporations, pension and retirement plans, estates, partnerships and trusts. Here are some of the situations (though by no means all) in which we offer tax expertise.

Individuals

  • Parents welcoming a new family member wish to make a gift to minimize estate tax liability
  • A client considers investments to control long and short-term capital gains
  • An attorney needs to understand her tax liabilities when her firm has offices in several states
  • An American expatriate needs to report his incoming while living abroad
  • An individual who owes taxes must calculate quarterly estimate payments

Business Owners

  • A business owner must determine the value of her business for a planned merger
  • Another business owner needs to report income for a multi-state partnership
  • The new business owner wants to implement shareholder/employee tax-saving strategies
  • A final owner needs to plan for succession at his business

Visit our Tax Planning and Preparation page for a full list of tax services. We also offer a broader array of services to businesses and individuals.

Jerry’s team, Michael Shaffer and Jackie Cardello, are confident and know what we are trying to accomplish … Jerry is a wealth of knowledge. He asks the right questions and makes us think outside the box to find the best solution.

Barbara Vinesette |  Chief Financial Officer
Integrated Laboratory Systems