Tax Planning:

• Integrated income tax forecasting and planning.
• Applications for a change to income tax reporting methods or periods.
• Estate and gift planning.
• Applications for non-profit status.

Tax Compliance:

• Annual federal, state, and local income tax return compliance for corporations, partnerships, individuals, estates and trusts.
• Estate and gift tax return compliance.
• Annual compliance for non-profit entities and private foundations.
• Annual report of employee benefit plans.
• Payroll tax quarterly and annual reporting.
• 1099 information return compliance.

Tax Consulting:

• Representation on behalf of a taxpayer with the Internal Revenue Service, state or local tax authorities.
• Tax research, recommendations, and risk assessment.
• Administration assistance to individuals serving as trustees or executors.
• Business Valuations (for estate and gift tax compliance and planning, or, for the purchase/sale of a business interest).

To find out more about these tax services, or to inquire about your specific tax service needs, contact our tax manager, Joel Oles, at joles@oles-cpa.com.