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Tax
Planning & Preparation Services for
Individuals
In addition to
preparing corporate, partnership and individual tax returns, we
provide consulting services to reduce your total tax liability.
Our tax professionals keep on top of all the planning opportunities
on the federal, state and local levels. We provide proactive tax
advice appropriate to the tax situation of each client - whether
business or individual.
We'll help you
minimize your liabilities in coming years through careful planning and keep you up-to-date
on changes in the tax regulations that may affect you, your business,
or your investments.
At Jones &
Roth, we're not just tax specialists. We're financial planners.
We'll work with you to:
- Evaluate
the impact of investments and real estate transactions
- Develop strategies
to meet your long-term education and retirement goals
- Analyze gift
taxes, pension and profit-sharing plans, trusts, and other fiduciary
matters
- Design an
estate plan that helps preserve your assets while minimizing estate
and inheritance taxes
Tax Research
If you have
a complex or unique tax issue, we can assist you in finding the
most tax efficient resolution to your situation. With decades of
experience in understanding and interpreting US tax law, we have
significant expertise in researching tax advantageous interpretations
of the tax law.
IRS Audits
Receiving official
correspondence from tax authorities is intimidating. It's especially
so if letters announce an audit or tax underpayment or non-payment
and include notification about levies, liens or property seizures.
If you receive such a notice, don't panic. Call
Jones & Roth.
We can provide
defense services which not only ease your mind, but also resolve
the underlying tax issues. We'll accompany and represent you at
federal or state tax examinations, audits, or collection hearings.
You can rely on our experience in dealing with IRS audits.
To speak to
a CPA about how to minimize your tax burden, please contact your
local office or use our information
request form.
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