Tax Planning & Preparation
It isn’t enough to “be there” for your clients at the end of the tax season. Successful tax planning involves understanding client needs now and in the future. At Pease & Associates, we work with our clients to develop a tax plan that meets specific objectives; then, we provide ongoing assistance with implementing and maintaining that plan to ensure success.
We make it our business to stay in step with your organization, your industry and your tax concerns. Constant communication is our goal. Our tax experts can assist you in securing the financial welfare of your business through a variety of tax procedures, including:
- Tax planning for business acquisitions and dispositions
- Federal and state income tax reduction strategies
- Estate and business succession planning
- Internal Revenue Service and state audit representation
- Estate, gift, and trust tax return preparation
- Individual tax planning and preparation
Our CPAs are busy beyond the typical tax season, getting to know their clients’ businesses and the current issues and potential situations they will face. We are always listening to what our clients have to say; no question is too small to be answered quickly and effectively by our capable team.
In addition, we keep our clients abreast of changes in an increasingly complex tax system. This ensures compliance and offers the confidence of knowing your tax and accounting issues are being handled by professionals with their eye on the issues that are most important to your business.
Because we have a wealth of experience in various industries, we can offer solid tax advice on specific industry-related issues.
Tax planning and preparation is an important part of a solid business strategy. Our tax experts will be with you for the long haul to make sure your tax plan fits your needs and your future goals.