| Tax Planning & Compliance
Tax Planning & Compliance Services
Successful tax planning has moved well beyond April 15th. Our tax professionals are each highly skilled in their respective areas of specialization, with greater than 40% continuing their professional development by attaining a Masters of Science in Taxation.
These professionals are devoted to presenting their clients with tax-favored strategies for running their businesses, managing wealth, and forecasting future tax liabilities. Our tax services include:
- Individual and corporate tax planning and advisory
- Tax return preparation for individuals, corporations, partnerships, trusts, and estates
- IRS representation
- Estate planning and wealth management advisory services
- Business formation; succession planning; buy-sell agreements
For questions regarding these services, please contact Robert D'Amico at rdamico@disantopriest.com.
The content on this web page supports DiSanto, Priest & Co., marketing of professional services, and is not written tax advice directed at the particular facts and circumstances of any person. If you are interested in the subject of this document we encourage you to contact us or an independent tax advisor to discuss the potential application to your particular situation. Nothing herein shall be construed as imposing a limitation on any person from disclosing the tax treatment or tax structure of any matter addressed herein. To the extent this document may be considered to contain written tax advice, any written advice contained in, forwarded with, or attached to this document is not intended to be used, and cannot be used, by any person for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code. | |
