Saturday, February 23, 2019

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Tax Planning & Preparation

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Tax legislation is an ever changing environment. Whether your tax needs are simple or complex, related to an individual or a business, or compliance or consulting, at Yoss & Allen we will do our best to provide the tax planning and preparation services that meet your needs. Our CPA's assist hundreds of individuals and businesses in meeting their tax filing requirements each year. We also provide tax services for other entities including estates, trusts, and non-profit organizations.

At Yoss & Allen, we deliver our services based on interpretations of current tax codes, regulations, rulings, and judicial precedents. We understand the tax complications that new laws may have on your particular financial position, and combine sound advice, and an innovative approach to establish robust financial solutions particular to each client's needs.

In addition to tax planning and preparation services, we offer periodic consultations for those who are looking to strategize and plan ahead. With proper planning and allocation, clients can minimize the effects of new tax laws and higher tax rates. We give clients the resources to support their overall financial objectives, while exploring new ways to minimize their tax liability. As your tax planner and preparer, you will have access to the following services. 


Individual Tax Planning and Preparation Services

  • Federal, state, and multi-state income tax preparation
  • Tax projections
  • One-on-one consultations with respect to financial settlements and separation agreements
  • Implementation of tax minimization strategies
  • Preservation of assets
  • Fiduciary returns for estates and trusts


Corporate, S-Corp, Partnership Tax Planning and Preparation Services

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  • Federal, state, and multi-state income tax preparation
  • City and County business income tax returns
  • Payroll tax returns
  • Sales tax returns


Schedule an appointment today to arrange a meeting with one of our CPA's about your specific financial needs. We welcome the opportunity to meet with you.

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