Tax Planning
Every business transaction has a tax impact. At Herbein + Company, we carefully consider the tax ramifications of every transaction and strive for the least possible tax impact. We work with our clients’ attorneys, bankers, and other financial professionals, to maximize tax savings while minimizing tax exposure.
At Herbein + Company, our comprehensive approach to tax management blends the preparation of federal and state tax returns with integrated strategies for tax minimization. Herbein + Company utilizes the latest technology available for tax preparation, tax planning, and transmission of tax returns to ease the burden of complying with increasingly complicated government regulations. We offer not only corporate and individual income tax services, but also estate, retirement and trust returns, and many other specialized tax services.
Individual
- Income tax planning and tax return preparation
- Estate and gift tax planning
- Comprehensive personal financial planning
- Special projects e.g., education funding, loan comparison analysis, lease versus buy analysis
Business
- Tax return preparation
- Income tax planning
- State and local tax planning
- Choice of entity selection
- Merger, acquisition, and business succession planning
- Deal structuring for favorable tax consequences
- Tax controversy resolution
- Tax-saving cost segregation studies
- Research and experiment credit studies