SB&F Service Info Center

Tax Planning and Compliance

 

It is a privilege to live in the United States and most citizens recognize and accept their responsibility to contribute to the funding of the federal, state and local governments by paying taxes. But no one wants to contribute more than is required. Planning to use tax laws to your best possible advantage is the key to minimizing the amount of taxes you pay; however, tax laws are extensive and complex.

The experienced professionals at SB&F keep abreast of the newest tax laws and strategies to assist our clients in understanding the implications of their income and financial transactions, in planning to minimize taxes, and in properly complying with IRS regulations.

Some of the services we offer to assist you in keeping your taxes to a minimum include strategies and planning for:

• Financial transactions
• Your investments
• The deferral of compensation
• Retirement and elder care
• Charitable giving and gifts to family members
• Planning for your estate
• The disposition of assets
• Real estate transactions
• Business acquisitions or startup
• Business operations
• Reducing employment taxes for closely-held businesses
• The disposition of business interests
• Divorce

SB&F offers comprehensive preparation services for federal, state and local tax returns. Our firm's dedication to providing quality tax return preparation services is indicated by the commitment to provide our professionals with continued education and state-of-the-art technology. We have the resources to ensure your tax return is prepared to your best advantage.

Our professionals are also available for representation before the IRS and local tax authorities should the occasion arise.