Tax Services
Tax Planning
Our professionals work together to provide a comprehensive set of tax planning services including:
- Federal, state, and local tax compliance including extensive knowledge relating to multi-state taxation, including residency issues, income sourcing and minimization of state taxes
- Tax Projections including multi-year tax planning designed to ensure timely filing, help you manage your cash flow, and protect against interest and penalties
- Representation and support in the event of IRS or state tax audits
- Extensive experience in corporate executive planning including the tax implications of restricted stock units and stock options
- Integrated tax planning and compliance with partnership, corporation, and charitable entities
- Identification of tax efficient opportunities related to timing of the sale of securities
- We develop sophisticated, integrated strategies for our clients to maximize efficiency in preserving assets among generations. In order to accomplish this we look at options such as: trusts, public or private foundations, or charitable gift funds.
Tax Preparation
Consolidating your financial services through one professional would not be complete without tax preparation. We provide this service to clients who require only tax preparation as well as those for whom we provide other services. Tax preparation services are available for individuals, trusts, estates, private foundations, and other business entities.
For more information contact us at: taxes@rrgrp.com