Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. Trying to navigate the Federal Tax Code can be time consuming, complex and confusing. Most importantly, understanding which tax laws apply to you and what impact they have is critical to ensuring you can make decisions that are "tax friendly." Spitz & Yespy can help ensure you and/or your business is compliant with the ever-changing tax laws. Equally important, we can deliver the design and implementation of your future tax saving strategies. Each financial decision you make has a direct or indirect tax consequence. That's why the tax management of your individual and business financial affairs is so critical. Services we provide to you: * Tax compliance for Individuals, LLCs, Corporations, Sole Proprietors, & Partnerships * Estates & Trusts Tax Compliance * State Income Tax and Sales Tax Compliance * County Tax Compliance * Tax Research * Representation at IRS Exams and Audits * Electronic Filing and Record Keeping