Strategic Tax Planning

Strong financial health requires strategic tax planning. Tax rules change year to year, making ongoing monitoring of your own accounts critical to protecting your assets. At Perlson LLP, we go far beyond typical once-a-year tax reviews. To help ensure your plan is optimized for the least amount of risk and the greatest return, we carefully track changes in tax laws and analyze how they will impact your personal finances. We meet with you as often as needed to proactively and strategically manage your accounts to achieve the best possible results.

Our tax services include:

Corporate taxation
Partnership taxation
Trust and estate planning
Not-for-profit taxation
International tax
Maximizing tax credits

Pension and deferred compensation planning
Mergers and acquisitions
Tax accounting methods and elections
Representation before local, state and federal taxing authorities

Contact Michael Deo to learn more.