Tax Planning & Preparation

Death & Taxes – We Can Help with One

IFamily couple consultations with a lawyer or insurance agent. Law and insurance.rvine & Company accountants work with clients to make tax planning part of their overall business strategy – not just something to be completed for year-end tax returns. Our tax professionals provide clients with the expertise and up-to-date knowledge necessary to traverse an increasingly complex business environment. We know that proactive and aggressive tax planning is critical to minimizing your tax liabilities – and your headaches.

As business advisors, we offer innovative and comprehensive tax planning solutions that maximize your return on sweat equity. Our goal is to simplify the tax planning-and-preparation process in order to provide timely and meaningful information that will assist you now and into the future.

Tax Planning & Preparation Services

Our tax planning and preparation services include:

  • Tax compliance – business and individual
  • Tax planning – business and individual
  • Quarterly tax estimates
  • Payroll taxes
  • Strategic tax consulting
  • Not-for-profit and tax exempt
  • Estates
  • Trusts and charitable gifting
  • IRS notice resolution
  • Tax opinions

If you have questions, we have answers. Contact us to learn more.