Tax Planning

Tax Planning

At Marshall & Moss, LLP, we focus on year-round tax planning by considering your financial situation, both now and in the future. In short, we help you make the right tax choices. We understand that virtually every financial decision can have tax implications, and that careful tax planning can make a big difference in the final outcome.

We know that your personal wealth is intimately tied to your business. Using a forward thinking approach, we develop a plan that uses creative solutions to meet your objectives. By combining tax planning and compliance services, Marshall & Moss's CPA's provide you with innovative solutions for preserving wealth and relieving unnecessary tax burdens.

With the ever-changing tax laws, our tax professionals understand comprehensive changes in international, federal, and state tax laws that directly impact our clients. Using state-of-the-art tax processing software, we prepare tax and information returns for individuals, businesses, and nonprofit organizations. We provide personal income tax representation before the IRS and State jurisdictions.

Our extensive library and subscriptions to a variety of online tax support resources enable us to provide quick and accurate research and advice on any tax issue. We also provide our clients with a complimentary newsletter highlighting hot topics, recent tax changes, and other tax information relevant to your business.

Marshall & Moss's tax services include:

  • Annual return filings
  • Quarterly estimate computations
  • Franchise returns & annual reports
  • Sales & use tax returns
  • Payroll tax returns
  • Tax Research
  • IRS representation
  • Tax planning compliance
  • Estate and gift tax planning
  • Income tax planning for trusts and estates
  • International tax planning
  • Financial and succession planning
  • Exempt organizations