Tax Services
Tax Planning to Maximize Your Business’ Advantage
We advise on opportunities to minimize current and future tax liabilities based on changes to tax laws and legislation.
- Monitor legislation that affects your business
- Proactively update your financial planning
- Consult on tax implications of major financial decisions
Our experienced tax preparers work with all types of businesses and organizations.
- Corporations
- Partnerships
- LLCs/LLPs
- Not-for-profit organizations
Smart Tax Planning to Reach Your Financial Goals
When making major financial decisions, it can be difficult to understand the tax implications of your choices. We help you decide the best way to structure your finances in order to reach your goals.
- Optimize your tax strategy, while staying compliant with all IRS and state regulations
- Understand the effects of sales, mergers, investments and more on your tax liability
- Feel assured that every box is marked correctly and every signature is included on your tax forms
We advise on the tax implications of major financial decisions
Mergers
Acquisitions
Capital Investments
Real Estate
Municipal Relocation
Employee Benefits
They Have My Complete Trust
“Taksey, Neff & Associates, LLC has been an important part of my business success since 1991. They are very thorough and always have an answer for my questions that is backed up by sound reasoning. Over the years many other CPA firms have asked for our business. Usually the approach is that they are local and can service us better because of that. I have never considered a switch for a very simple one word reason: TRUST. Jeff and the staff At Taksey Neff & Associates, LLC have earned my complete trust in their actions and advice.”
Individual Tax Preparation Services
Feel Confident with Your Tax Preparation
Personal income taxes can be a major expense for families. We help you evaluate the consequences of your business and personal decisions to find the tax strategy that will work best for you.
- Relieve your tax stress with experienced tax preparation
- Navigate divorce and support issues
- Understand income, estate, and inheritance tax
Estate & Trust Planning with Tax Compliance
Safeguard Assets & Provide for Loved Ones
Planning a trust, estate, or gift can be challenging with the frequent changes in tax code and regulations. Rely on our thorough knowledge and experience to make things easier.
- Ensure financial security for loved ones
- Create a smooth transfer of assets
- Minimize inheritance taxes and other tax liabilities for your beneficiaries
Representation Before Tax Authorities
Audits are Stressful, We Can Help
Our experience with tax authorities means that we are ready to answer any and all questions.
- Federal and State audit representation
- Negotiating payment plans
- Experience with offers & compromises
- Know what steps to take immediately upon receiving an audit notice
- Assistance with assembling and sorting records for audit
- Gain experienced professionals to represent your interests to the authorities