Tax Services
Since tax considerations are an important part of most, if not all, business
decisions, careful tax planning is critical to any business operation. At
Harvey & Parmelee, our primary goal is to provide tax planning which is both
creative and constructive. This objective requires not only a thorough
understanding and knowledge of the constantly changing complex tax law, but
the skill to identify opportunities which are beneficial for our clients.
At Harvey & Parmelee, we never want our clients to experience surprise tax
liabilities.
Some of the tax services we offer include:
Planning:
- Coordinated tax planning for closely held companies and their owners.
- Business succession and retirement planning for family owned businesses.
- Analysis of tax consequences of proposed transactions.
- Analysis of tax benefits of investment opportunities.
- Analysis of tax consequences of divorce.
- Gift and estate planning.
- Analysis of tax consequences resulting from mergers, acquisitions, reorganizations, liquidations, spin-offs, split-offs, etc.
- Design and implementation of compensation, fringe benefit, and retirement plans.
- Year end projections to minimize tax liabilities.
Compliance
- Preparation of income tax returns for individuals, corporations, estates, and trusts. Preparation of tax returns for pass-through entities such as partnerships and S- corporations.
- Preparation of informational type tax returns such as those required to be filed by nonprofit organizations, benefit plans, and retirement plans.
Other
- Representing clients during audits by tax agencies.
- Filing protests of proposed deficiencies if warranted.
- Attending appeals conferences and settlement negotiations.
If you would like more information about Harvey & Parmelee's Tax Services,
please contact Mike Parmelee at (562) 698-9891 or via e-mail at
mike.p@acpa4u.com.
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