Strategic Tax Planning
Every family and individual wants to stay on the right side of tax compliance. But compliance doesn’t mean you have to pay as much tax as possible. At all levels, taxing authorities have provided incentives and opportunities for tax minimization. At DePretis CPAs, we believe in both compliance and minimization. We provide a variety of tax-related consulting services to families, trusts, and individuals. We research and analyze your tax situation to provide projections and specific tax planning advice, including family tax planning and wealth management. We work to understand your business and personal factors which affect tax planning. We are experienced in representing taxpayers before federal, state and local tax authorities. In addition, we may advise on legal structure for your business entity to align it with your personal and professional goals.
Individuals and families are continuously challenged by the rules, regulations, filing requirements and disclosures required by local, state, federal and even international taxing authorities. Depretis CPAs combines expertise and experience to ensure that you understand and comply with all relevant tax requirements. We have a deep understanding of individual and business taxation, flow-through entities, international tax, estate tax and state and local tax.
We understand that every financial decision a business makes has an effect on not only their business tax liability, but often their personal tax situation as well. Our team will help you understand the tax implications of decisions before you make them: ensuring that you remain compliant, while finding opportunities for tax minimization.
Ready to get started? Give us a call today to schedule a complimentary consultation.