Most clients ask us to help complete tax returns or other reports to be filed with various taxing authorities and other regulatory agencies.  Although the list of such items seems endless, typical returns and reports relate to corporate and individual income taxes, fiduciary tax returns, estate tax reports of charitable trusts, ales tax returns, payroll tax returns, business property tax statements, and others as required.


T
AX PLANNING AND EVALUATION

An important part of our services includes tax planning.  This vital area encompasses such matters as:

  • Estate planning, evaluating financial and tax consequences of wills and agreements, gifts and life insurance;
  • Evaluating proposals for business incorporations, mergers, acquisitions, liquidations and reorganizations;
  • Analysis of appropriate tax elections;
  • Year end tax planning;
  • Reviewing tax consequences of investments;
  • Planning of compensation for key employees;
  • Design and implementation of pension or profit-sharing plans, deferred compensation programs and other employee benefit plans.
  • We also represent clients before the Internal Revenue Service during tax examinations and negotiations.

 


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Peterson, Peterson & Goss