Tax Planning & Compliance

Our tax services go far beyond just preparing your annual income tax returns.  Effective tax planning allows you to understand, review and choose between alternative tax strategies giving you more control over the amount and timing of the taxes you or your business will pay.  Our areas of expertise include the following: 

Tax compliance preparation and planning

Our staff can help you manage your tax liabilities and ensure your tax returns are filed accurately and on time.  We are experienced in preparing tax returns for a variety of entities including:

     Corporations
     Partnerships
     Limited Liability Companies
     Individuals
     Estates and Trusts
     Gift Tax
     Not-for-profits
     Retirement Plan Compliance Reporting

Multi-state entities

Multi-state business is a way of life for many businesses.  Our staff can help navigate you through the complexities of multi-state tax filing requirements while full advantage of state-specific deductions and credits.

International tax

As businesses stretch beyond the borders, companies are increasingly faced with international tax issues.  We can assist you in dealing with your international tax issues.

IRS representation

Correspondence from federal, state and local taxing authorities can be intimidating and confusing.  Before responding, allow us to clarify the letter's intent and your available options.  We can also deal directly with taxing authorities to help resolve issues leaving you free to do the things you enjoy.

We offer guidance with federal, state or local tax audits.  This assistance expands beyond income tax representation to include sales and use tax audits.

Estate and gift tax planning

Whether you are just beginning your estate planning or want to review an existing plan, we have competent staff to help you meet your goals.  SGS can assist in estate and gift tax planning to make sure the plan both distributes the assets as you desire and minimizes estate taxes.

Business entity selection

The entity you use to conduct your business significantly impacts everything from your liability protection to your method of taxation.  Have all of the facts first, and an understanding the impact of becoming a corporation, partnership, or sole proprietor before making this vital decision.

Tax strategy consultation

Proactive tax planning can help you take advantage of current tax deductions while meeting your overall management goals.  We work closely with you to make sure you are meeting your business objectives while understanding and addressing the tax implications of your choices.



Contact:     Nikki Thon           nthon@sgscpa.com