Planning and Preparation, Estate, & Trust Tax Preparation
At DLA, we guide our clients through a full range of tax planning and preparation decisions. As a boutique firm, we can provide our clients with personalized service to fit their needs. Our expertise and experience, as well as our knowledge of recently updated tax laws, can minimize your current and future tax liabilities and maximize your cash flow.
We provide individual tax preparation with the personalization beyond what software packages can offer. By keeping current on new tax laws and legislation, we can identify key tax planning opportunities that minimize your current and future tax liabilities. Tax services offered include, but are not limited to:
- Taxing Authority Representation
- Divorce and Support Issues
- Tax Effects of Buying / Selling a Business
- Tax Planning & Return Preparation
- Estates, trusts & gift
- Not-for-profit organizations
Tax planning is an essential element of successful tax preparation. Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. We can recommend tax savings strategies based on our experience and knowledge of the current tax laws to minimize future tax liabilities.
Our knowledgeable team of tax professionals can easily navigate the complex tax laws to accurately and efficiently prepare returns for various types of entities, including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
Estate & Trust Tax Preparation
Effective estate and gift planning ensure your assets are preserved or distributed consistent with your wishes and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, it is essential to plan for succession of ownership. Estate, gift, and trust taxation is a complex area, with differences between federal and state laws. We stay current with all the updates to the laws that impact these tax areas.
Our knowledgeable and experienced tax professionals will assess your options, work with you to develop a strategy to resolve your tax problems and provide representation before various federal and state tax agencies on your behalf.
Meet the Experts
DAVID LANDAU, CPA, CVA
FOUNDER & CEO
KEVIN BALDWIN, CPA, ABV
Forensics, Valuation & Litigation Support
JASON ADDESSO, CVA
Forensics, Valuation & Litigation Support Group
FRED BARA, CPA
Tax Practice Leader