TAX PLANNING & COMPLIANCE SERVICES:

Tax planning and family wealth accumulation requires a delicate balance between knowledge and the law.  SMC’s team will show you how to legally maximize wealth building while minimizing your taxes.

Our tax personnel keep abreast of new statutes, regulations and judicial interpretations in order to provide a full range of tax planning and compliance services. We have extensive experience in preparing income tax returns for both individuals and businesses, including C-Corporations, S-Corporations, limited liability companies, partnerships, and not-for-profit entities.  Our tax planning and compliance services include the following:

• Year-end income tax planning and projections
• Evaluation of various tax elections and alternatives
• Identifying possible tax deductions and tax credits
• Tax structuring of mergers and acquisitions
• Structuring of specific transactions
• Compensation planning
• Pension and profit-sharing plans
• Representation before governmental tax agencies
• Preparation of tax returns and reports
• Providing assistance in and evaluating estate and financial planning programs
• Analysis and recommendations concerning valuations of closely held business interests