Tax Planning & Compliance

An excellent opportunity to help clients create, grow and preserve wealth comes from properly managing and minimizing taxes. At DS&B Certified Public Accountants, Consultants & Advisors, proper tax planning begins with knowing our clients. We maintain close relationships with you to better understand your business and tax objectives as well as your personal goals. We will assist you with the tax implications of complicated business decisions and develop alternatives, which may better solve your business (and inter-related personal) objectives.

We focus on your cash flow needs for taxes throughout the year and suggest strategies to minimize taxes. We provide individual tax planning and compliance services to business executives, business owners, entrepreneurs and service professionals. In addition, we have experience with compensation planning including stock options and other executive retention strategies and involve other professionals in the firm to implement tax advantaged employee benefit plans.

We provide tax services to small and mid-sized business, including assistance with choice of entity, operating structure review, tax compliance and tax minimization strategies for success of the business. We have specific tax minimization services for companies that include cost segregation analysis, R&D credit analysis, international tax services, and state and local tax planning. We can assist clients with specialized sales tax refund documentation and claims filings.

Of course our clients are most interested ultimately in the growth and preservation of their wealth; enjoying it in their lifetime and passing it on to their family and other beneficiaries. Our estate planning services are critical to achieving these objectives. Additionally, we represent clients if disputes develop with the various federal or state taxing authorities.

For more information regarding how DS&B Certified Public Accountants, Consultants & Advisors can assist you with your tax planning and compliance needs, please contact Paul Simons at psimons@dsb-cpa.com or 612-630-5072.