Tax Preparation and Planning
When it comes to taxes, both personal and business, proper planning is the key to financial success. At Kilmer & Associates, CPA, P.C., our tax professionals know how to maximize your tax benefits, while also avoiding future problems.
We take the time to understand each client's individual situation and then apply our knowledge of the changing tax environment to help you make the best decisions. We constantly monitor tax legislation, regulations and court rulings so that we can provide the most effective tax planning for the future of your business or your personal finances.
Business tax services:
- Preparation of all Federal, state and local tax returns
- Tax projections and planning
- Entity selection tax considerations
- Analysis of the tax consequences of specific transactions, including recommendations and alternatives to achieve the best after-tax results
- Valuation of business interests
- Succession planning
- Planning and assistance with pension, profit sharing and other employee benefit plans
Individual tax services:
- Preparation of individual Federal and state tax returns
- Tax projections and planning
- Analysis of the tax consequences of specific transactions, including recommendations and alternatives to achieve the best after-tax results
- Personal financial planning
- Estate and retirement planning
- Valuation for estate, marital and probate matters
Not-For-Profit Organizations:
- Preparation of Forms 990, 990EZ, 990PF
- Unrelated business tax returns
Trust
- Preparation of all Federal, state and local tax returns
- Tax projections and planning
Estate and Gift
- Preparation of all Federal, state and local tax returns
- Tax projections and planning