S E R V I C E S
Tax Planning & Preparation
Our tax planning and preparation begins with a comprehensive assessment–which not only ensures that we understand your internal objectives and tax concerns, but it is especially crucial in an economic marketplace that is continuously shifting. We deliver a personal touch to meet long-term goals and invest time beyond the tax season to make sure we have current industry knowledge.
SERVICES
Tax planning is critical for business success in an unpredictable global economy. Tax planning is also necessary for individuals who face their own challenges owning, managing, and preserving businesses and wealth in a complex regulatory environment.
Along with the planning and preparation, we are constantly staying up-to-date and informed with tax rules and regulations to ensure that compliance, along with company goals, are being met.
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…
Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…
On January 17, the Virginia Department of Taxation (DOT) issued final guidelines for the commonwealth’s pass-through entity tax (PTET) for tax years 2022 through 2025, and on March 4, it…
The Department of the Treasury and the IRS on March 5 released final regulations (TD 9988) on the elective pay election for certain energy tax credits under IRC Section 6417,…
