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Tax Planning

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Ongoing tax planning is the key to successfully and legally reducing your tax liability. We have over 40 years of experience in going beyond tax compliance and proactively helping our clients minimize their taxes. Our team of tax accountants emphasizes planning, because we think that understanding short and long term goals and identifying tax saving strategies specific to your unique situation are our most important service to our clients.

Our CPAs make it their priority to keep up-to-date with the ever changing legislative landscape and we work with our clients throughout the year to analyze changes in your business and personal circumstances to assess how these changes may impact your taxes. 

We serve privately held businesses and their owners; individuals; trusts and estates; foundations; and employee benefit plans with a broad range of tax planning and preparation services, including: 

  • Federal income tax returns
  • State and local taxes
  • Multi-state taxation and tax returns, including Nexus planning and reviews
  • International taxation for businesses
  • Entity structure taxation
  • Sales and use taxes
  • Payroll taxes
  • Property taxes
  • Tax credits
  • Cost segregation studies and depreciation strategies
  • Federal and state tax notices
  • Amended returns, claims for refund, and accounting method or period change requests

Our experience serving a large, diverse client base for 40 years provides us with a wealth of intellectual capital regarding tax strategies for a variety of situations.

Here's what you get...

Your Ennis, Pellum CPAs tax team will work with you to coordinate the preparation and review of your Federal and other income tax returns, as well as facilitate other tax preparation and consulting services as necessary.

Depending on your particular situation, your tax team will be assembled by CPAs and professionals who are experienced within your industry and on tax matters specifically relevant to you in order to help your company and its owners achieve your objectives. Your client service team will be directly accessible in assisting your company, its owners and key executives with complex tax and financial manangement matters. As your company grows and face increasing complexity, we pride ourselves on being able to serve your company with applicable tax and financial management services to assist you through every phase of your company's development.

We recommend Tax Saving Strategies that help you...

  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you've made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth further.
  • reduce taxes on your retirement distributions so you can retire comfortably.

To explore how we may be able to help you with our Tax Planning Services, please use this form to share your particular situation and needs.

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