Tax Services
Constant changes in tax laws are one of the primary reasons clients
need an accountant with specialized tax expertise. These changes
dictate that personal and business tax situations be monitored
closely throughout the year. Clients also need a professional tax
and investment planner to identify and communicate tax savings
strategies -- a service that we consider to be one of our most valuable offerings.
Whether you have a growing business or a growing family, or you are nearing retirement or
considering a major asset purchase, it is important to consider the tax implications of
each of these decisions. At Rene S. Randel, MBA, CPA, CFP®, we offer tax planning and
preparation to individuals and businesses. Throughout the year, we monitor tax law
changes that will affect you, and suggest tax saving strategies.
We work to minimize your tax liability as much as possible, so you can keep more of
what you have earned, building wealth for you and your family. A partial list of our tax services is listed here:
- Individual tax return planning and preparation
- Business tax return planning and preparation, including corporate, partnership, estate and trust, LLC and non-profits
- Multi-state tax return preparation
- Tax-efficient investment strategies
- Choice of entity
- Payroll tax return preparation
- Sales and Use tax returns
- Estate and trust planning
- Family wealth transfer planning
- Charitable gift planning
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