Tax

 

Tax planning is an essential element of sound wealth management and a business plan. Business and individual taxes have become increasingly complex. Our professionals are highly experienced at helping our clients manage the myriad tax regulations while minimizing their impact. We also assist you in conveying a business to the next generation as well as selling, buying, or reorganizing a business.

 

We prepare federal and state tax returns for all your needs related to:

 

  • Corporations
  • Estates and Trusts
  • Gift Tax Planning
  • Individuals
  • IRS Audit Representation
  • Not-for-Profit organizations
  • Multi-State taxation
  • Partnerships
  • Payroll
  • Pensions
  • Sales and Use returns

 

Tax Consulting, Research and Compliance
We have professionals experienced in working with small, middle market, and up to Fortune 500 clients. They specialize in consolidated tax issues and compliance, foreign inbound/outbound companies and transactions and compliance including transfer pricing, mechanics, mergers and acquisitions, ASC 740 (formerly FAS 109) and SSAP 10R insurance tax reporting (including statutory footnote disclosures), tax 404 compliance, FIN 48 reporting and disclosures, federal and state consolidated tax return compliance and co-sourcing, state taxes, and federal and state income tax audits, income tax credit computations and studies.

Is your company a good candidate for an Employee Stock Ownership Plan?  Download the MahoneySabol ESOP checklist and questionnaire.

Click here for the comprehensive MahoneySabol and CCH 2014 Year-End Strategies: Creating pathways for Tax Savings by Individuals and Businesses