Business and Personal Tax Services

Routine returns ... retirement planning ... estate planning and administration ... all benefit from a planned, coordinated approach.

CR&B's tax and estate planning specialists will work with you to assess options and recommend strategies to support your current needs and your long-term goals.

 

BUSINESS TAX SERVICES

Return preparation (including multi-state and foreign)

Tax planning

Year-end planning/projections (corporate and shareholder tax impact) Transaction analysis (mergers & acquisitions, liquidations, etc.)

Employee benefit plans

Design and implementation/administrator recommendation Return preparation Special situations research and analysis

PERSONAL TAX SERVICES

Year-end planning and projections; evaluation of options

Estimated payment monitoring

Return preparation

Transaction analysis (options involving asset sales, distributions, rollovers, etc.)

Retirement planning (tax issues, cash flow projections, order of assets to draw on)

Estate planning and administration

Will structure Lifetime gifts Charitable giving options Investment structure Family-owned businesses Tax return filing Estate administration

 

 

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