Taxation

CPAmerica International’s member firms aim to save you money. How? By strategizing with you to find the best options available for minimizing taxes. They proceed as if your business was their own.

Our member firms’ dedicated tax professionals specialize in areas such as estate and gift taxes, sales taxes, international and interstate taxation, personal financial planning and pension and profit-sharing plans. They grapple with the toughest tax issues and achieve favorable results for clients.

Planning is a major emphasis in our member firms' tax departments. Because tax planning is a year-round activity, our member firms assign a tax specialist to your business. With enough lead time, your specialist can be creative and give you more flexibility and options to eliminate, reduce or defer tax obligations. With a clear understanding of your business and objectives, our member tax professionals work together to effect tax savings that are frequently substantial.

CPAmerica member firms have tax specialists who are trained to maximize tax-saving opportunities for your business through such strategies as selecting maximal accounting methods, choosing the best entity in which to conduct your business or structuring a merger or the purchase or sale of a business.

On the personal side, a carefully designed pension plan, profit-sharing plan or program of gifts, trusts and estate planning can help build a financial base for you and your family, now and in the future.

CPAmerica International member firms offer a host of tax services. Some of these are:

Planning

  • Personal financial planning
  • Estate, trust and gift planning
  • Merger and acquisition dispositions
  • Liquidations and distributions
  • Reorganizations
  • Distribution planning for qualified plans
  • Deferred compensation and retirement planning
  • Pension, profit-sharing and 401(k) plans
  • Cafeteria and flexible benefit plans
  • ESOPs
  • Charitable foundations

Compliance

  • Tax return preparation for corporations, partnerships, individuals, trusts, estates and other entities
  • International taxation
  • Representation before federal, state and local taxing authorities, including tax examinations, filing protests and responding to correspondence

Contact a CPAmerica member firm for assistance with any of your tax needs.