TAX SERVICES

We deliver proactive strategies to minimize the Tax Burden.

Tax Planning. During business growth phase, SMCPA analyzes your financial outlook and creates a comprehensive tax plan to optimize tax efficiencies for your business boosting profitability.

Transaction & Succession Tax Strategies. Succession planning is vital to ensuring generational sustainability of a business and presents a critical crossroads in tax planning. Our team has an impressive track record of helping business leaders manage the moment and guiding them toward an optimal tax structure to maximize outcomes.

Estate & Trust Tax. The approach to estate planning, gifting and trusts can be complex, but having a sound strategy in place is paramount. Our seasoned team creates a path forward that minimizes the tax burden for your trust and beneficiaries, and ensures trustees stay in compliance with complex, ever-changing tax laws, to preserve generational wealth.

HOW WE WORK

We Are Client-Driven. We go beyond planning and preparation to include personalized, proactive tax insights that help optimize your business.

Strategic. We focus on the big picture to define a comprehensive, effective tax approach to mitigate exposure and achieve your business goals.

Proactive. As trusted advisors, we are an extension of your team. We are obsessively focused on understanding and interpreting federal, state, and local tax laws, to develop solutions that can be incorporated into a smart, strategic tax plan.

Integrated. In partnership with our Audit and Business Valuation teams, SMCPA delivers thoughtful, holistic insights into business operations and management, allowing clients to make more effective business decisions.