Tax Planning and Preparation

Services offered:
Tax Planning
Tax Preparation
Prepare your 1040 online
State and local tax services and solutions
Tax forms

Minimizing your tax liability
requires careful, advance planning rather than preparing tax returns as deadlines near. Our tax professionals provide complete tax services and are assisted by our extensive tax library and the latest computer software.

We pay careful attention to your unique circumstances such as your current requirements and your plans for the future. We then recommend a plan that best suits your needs while minimizing financial risk.

Our tax planning services encompass:

• Choice of entity
• Compensation planning
• Family partnerships
• Gifting strategies
• Estate plans
• Tax-sheltered investments analysis
• Charitable contributions
• Tax accounting methods
• Stock-option plans
• Pension and profit-sharing plans
• Deferred compensation plans
• Flexible spending accounts
• Split-dollar insurance
• Group term life insurance
• Corporate medical reimbursement plans
• Cost segregation studies
• Employee leasing companies
• Multistate tax/nexus planning

Schedule your tax planning appointment

If you would like to meet with us to discuss tax planning, click here to request an appointment.

Prepare your 1040 online!

Our preparation services include:

• Sales and payroll tax returns
• Excise tax returns
• Highway use tax returns
• Income tax returns for
  • corporations
  • partnerships
  • individuals
  • estates
  • trusts
• Pension and profit-sharing plan returns
• Special tax reports

Click here to see a list of State and Local Tax Services and Solutions that we provide.

Team members available to assist you are:
  Michael T. Tamm, CPA
  Robin M. Stoner, CPA, MST
  Melinda K. DeMarse, CPA
  Ronald J. Kaley, MBA
  Jenna L. Federau, MSA
  Margie S. Gerencer, CPA, MBA
  Jennifer A. Hashley, CPA
  Edward S. Kisscorni, CPA/MBA
  Sara J. Krosschell
  Brenda K. Pavlak, CPA
  Cody E. Pike