Tax Planning & Preparation

We offer tax efficient management of your business finances

Taxes are probably the challenge that saps the most energy, the most imagination, and the most money from a business. Jones & Roth can help ensure your business is in compliance with the ever-changing tax laws but just as important we can guide you in creating and implementing your future tax saving strategies.

Every one of your financial decisions and transactions has a direct or indirect tax consequence. That is why the tax-efficient management of your business financial affairs is so critical. We call our tax impact management service the Tax Edge.

Client services provided by our tax professionals:

  • Tax return preparation for corporate, partnership,
    not-for-profit, estate and trust entities
  • Comprehensive tax planning
  • Estate and succession planning
  • Executive compensation planning
  • Cost segregation studies
  • Multi-state tax issues
  • Research and development credits
  • International tax planning
  • Tax research
  • Representation at IRS exams and audits

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