Tax Planning and Preparation Services

Proactive Tax Strategies that Minimize Liability

At CarlsonSV, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to achieve your financial goals.

Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities in existing as well as recently altered tax laws. We are knowledgeable and up to date on tax laws and can make sense of your receipts, bills, and notices.

Our tax planning services include, but are not limited to, the following:

• Business succession planning
• Corporate tax planning
• Estate and trust planning
• Income tax projections
• Individual tax planning
• International tax
• Investment tax analysis
• IRS representation
• Non-Profit Form 990 preparation
• Pension and profit-sharing plans
• Retirement planning
• State and local tax