Tax Services

Tax preparation, planning and reporting

Understanding business and individual tax issues is a fundamental part of our practice, and one that we navigate extensively. Regulatory requirements are complex, and we believe that helping you navigate taxation preparation and reporting sets a solid foundation for all financial strategies you employ throughout the year. Let us help you with:

  • Federal, state and local tax review and preparation
  • Business and personal tax planning
  • Form of ownership tax planning
  • Tax reporting methods and requirements
  • Structuring of shareholder buy-sell agreements
  • Tax aspects of sales, acquisitions, mergers and liquidations
  • Equipment lease vs. purchase comparison
  • Analysis of tax credit opportunities
  • Tax deferred exchanges
  • Representation before the IRS and state tax authorities
  • Private letter ruling requests

Avoid the common and not-so obvious pitfalls that inevitably arise each tax season with a call to the tax experts at Nathan Wechsler.