Tax Services

Tax Preparation

The U.S. tax code is in a constant state of flux, causing many small business owners and individual taxpayers to calculate their taxes incorrectly. They might be unaware of deductions and tax breaks that they are legally entitled to, or might simply make a mathematical error. We take a proactive approach to tax preparation.  By staying current on new tax laws and legislation, we remain in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and corporate clients with the tax expertise that they need throughout the year.

Tax services offered include, but are not limited to the preparation of:

 

  •  S and C Corporation Returns

  •  Partnership Returns

  •  Individual Tax Returns

  •  Estate & Trust Returns

  •  Payroll Tax Quarterly and Annual Returns

  •  Sales Tax Returns

  • Tax Planning

    Kaplan Management is committed to developing effective tax planning strategies for both businesses and individuals to ensure that all possible tax implications are accounted for.  The purpose of tax planning is to ensure tax efficiency, with the elements of a strategic plan working together in the most tax-efficient manner possible.  Tax planning is a critical aspect of the tax process, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success in both the long-term and short-term future. We understand that business decisions made during the year often have far-reaching tax consequences.  When you put your trust in us for tax advice, we will manage your tax obligations throughout the year to ensure there are no surprises come tax time.

    Tax Controversy

    Tax Controversy is an area of practice involving tax disputes between tax collection agencies (i.e. IRS, state authorities) and taxpayers. Services provided under this practice include assistance with audits (corporate and personal), offers in compromise, installment agreements, correspondence with the appropriate taxing authorities to dispute discrepancies and more.  We develop coordinated approaches in dealing with these issues to achieve the best possible outcomes.

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    © 2013 Kaplan Management Consultants, Inc.