Tax Services
Tax planning is a critical area of service in which Dannible & McKee, LLP excels. Early in the audit process, our audit and financial experts team up with specialists from our tax department to help clients identify opportunities at the local, national, and international levels that will make them more competitive in their markets. Our tax planning strategies emphasize tax savings in addition to required compliance. Careful monitoring of the process along the way ensures that current suggestions are implemented, and long-term benefits are achieved.
Our Firm performs extensive tax planning for all clientele regardless of their size and performs a full compliment of services including pension and profit sharing planning, estates and trusts, personal tax planning and estate planning. Our philosophy is to maximize our tax planning during the year for each client in order to minimize the income tax effects on the corporation and the owners. Accordingly, this requires that we meet routinely during the year with the owners and managers of our clientele.
From a client perspective, our tax partners are heavily involved in each engagement from the tax planning share to completion of the related tax compliance services. As a result, our tax partners, not just our staff, work with you and your staff directly guaranteeing you access to seasoned professionals. Our goal is to ensure a full understanding of the intricacies of your business enabling us to maximize the tax planning opportunities available to you.
Due to the size of our tax practice, our tax professionals are aligned in industry and tax specializations allowing us to provide expertise in many specialized tax areas such as:
- Income Tax Planning
- Corporate Income Tax
- Personal Income Tax
- Qualified and Non-Qualified Retirement Plan Structure and Planning
- Compensation Planning
- Multi-State Taxation and Nexus Planning
- Estate Planning
- Ownership Transition
- Business Valuations
- IRS Audits
- Choice of Entity
- Sales and Use Tax Compliance and Audits
