Taxes have a substantial impact on a business’ bottom-line and have repercussions to the owners, and our experienced professionals are trained in complex issues, including tax incentives and credits. We also assist nonprofits in meeting their obligations to file annual returns with the Federal and State authorities.
Time is an important element in tax planning. The power in tax planning comes from deferring tax liability and claiming limited-time credits or incentives. It enables you to leverage incentives and credits, defer income and be in a position to better evaluate the post-tax impact of potential steps.
Every organization and individual should have a Tax LifeCycle plan. We help clients view taxes as a process and not an annual event. Our professionals develop tax plans for clients to maximize the tax saving potential from significant events in their personal and business life. Equipment or real estate decisions, acquisition or sale of a business, succession issues, college funding, family gifting, philanthropic strategies, eldercare, and wealth management are examples of our support.
Every business and individual can benefit from our Tax Diagnostic. This is a no-cost method of reviewing the tax advice your current accountant has been providing. Did they take advantage of credits and incentives? Is the return missing items? Are there errors or exposures in the return? Have they been talking to you about ways to reduce taxes or have they just been putting your results onto a piece of paper and filing it for you? Let us look at your returns.
Dowell Group, LLP | All Rights Reserved |
Created by Olive + Ash. Managed by Olive Street Design.