We create a tax plan and help clients ensure they remain compliant with regulatory groups while maximizing the benefits to increase their organizational and personal wealth. Your plan might be simple or complex and may vary as you travel through your lifecycle, but the ABIP tax professionals will be there to monitor and walk you through changes that may result from regulatory or other life issues.
Comprehensive Tax Analysis Package
Our comprehensive tax package is a complete evaluation of a client’s tax position in terms of past, present and future analysis. This includes income, estate and gift tax liabilities and recommendations to minimize or defer present or future taxation. This approach helps us and our clients better understand their financial position and stay focused on their tax plan.
Organizational Tax Matters
- Organizational Tax Strategies; Federal, State & Local
- Tax Return Preparation
- Tax Projections
- State & Local Tax Support
- Payroll & Sales Tax Filings
- Form 990 Preparation & Filings
- International Tax Issues
Speciality Tax Consulting Includes
- R&D Tax Credits & Incentives
- Cost Segregation & Tangible Property Regulations
- Domestic Production Activities Deduction
- Tax Controversy & Dispute Resolution
- Tax Accounting Methods
- Energy Tax Credits & Incentives
- Orphan Drug Tax Credit
Personal Tax Services
- Personal Return Planning & Preparation
- Stock Options
- College & Retirement Planning
- Estate Plans & Trusts
- Family Gifting & Philanthropic Strategies
- Property Tax Issues
The Bottom Line
How much you earn is one component of running a business. How much you keep is another. Taxes make a significant impact on overall wealth. Utilizing available tax incentives or credits and deferring tax liability adds up over time. We help manage your organizational, personal and family tax needs. Our professionals are trained in the complex and often difficult to understand issues, including tax incentives and credits. We create a tax strategy and help clients follow that plan.
Tax Communications Management
Our team will handle all tax authority communications and if needed be there to represent you with the IRS or other tax authorities if the situation arises.