Accurate preparation is essential, but the planning is even more important.
We believe that tax planning should focus on the future. Successful income tax preparation and filing begins with proper tax planning.
U.S. income tax laws are infamous for their complexity at both the federal and state levels. As experts in business and individual tax, we ensure that you meet all state, federal, and government requirements while minimizing your obligations. We keep current with the ever-changing tax laws and can recommend tax deductions and credits that work to your advantage. We are strong proponents of strategic tax planning to secure your future.
OUR SERVICES
Smart Tax Planning for Your Financial Future.
Business Clients
By taking the time to understand your business structure, your goals and objectives, and your future vision for your organization, our expert accountants provide planning and tax preparation services that protect your business and support your long-term goals. Our firm has experience across a diverse range of business industries.
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Preparation of individual federal and state tax returns
Preparation of gift and estate transfer tax returns
Preparation of fiduciary federal and state tax returns
Analysis of the tax consequences of specific transactions
Personal financial planning
Estate planning and estate plan reviews
College, retirement, and other milestone planning
Trustee and Executor support services
Distribution planning and management
Individual Clients
Building and preserving your personal wealth requires specialized attention. Your assets not only provide the freedom to live the way you want to but can also influence the current and future well-being of your family and businesses, as well as valued charitable and philanthropic organizations. Damon Diodati provides one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Preparation of all federal, state, and local tax returns for Corporate, Partnerships, or LLC/LLP
Business Formation and Entity Selection Tax Considerations
Analysis of tax consequences of specific transactions
Asset Acquisitions and Dispositions
Tax Planning Strategies
Business Acquisitions
Succession planning
Planning and assistance with pension, profit sharing, and other employee benefit plans
Multi-state planning