TAX PREPARATION AND PLANNING SERVICES

For close to a decade TheCPADude has provided tax preparation and planning services for professionals, businesses, and families. We are all affected by taxes and with the continuous changes in Federal and Local laws we may not know our rights, compliance and opportunities.

As a Certified Public Accountant we help you analyze and understand all the intracies of those laws and plan out your now and beyond. With a hands-on approach our proven process ensures that we help you navigate beyond and start to think of potential obstables and minimize risk.

Whether you’re new to the work-force, seasoned professional or looking for some additional advice we provide both online and inperson tax preparation services so you understand all the critical aspects of your business to plan for better days such as vacations and investments.

Business Tax Planning & Preparation Services

  • Preparation of all federal, state and local tax returns
  • Entity selection tax considerations
  • Analysis of tax consequences of specific transactions
  • Structuring of mergers, sales and acquisitions
  • Succession planning
  • Planning and assistance with pension, profit sharing and other employee benefit plans
  • Foreign tax planning and human capital services
  • Multi-state planning
  • Representation before federal and state taxing authorities

Individual Tax Planning & Preparation Services

  • Preparation of individual federal and state tax returns
  • Preparation of gift and estate transfer tax returns
  • Preparation of fiduciary federal and state tax returns
  • Analysis of the tax consequences of specific transactions
  • Personal financial planning
  • Estate planning and estate plan reviews
  • College, retirement, and other milestone planning
  • Trustee and Executor support services
  • Distribution planning and management