Federal, State, and Local Taxation, Compliance and Planning

Tax ServicesAt Geltrude, we believe “tax time” is a misnomer, and businesses, individuals, and non-profit organizations that relegate tax planning and preparation to an annual occurrence forego savings and investment potentials, immediate and long-term growth possibilities, and critical windows of opportunity for generating income and creating wealth.

Our seasoned tax professionals work year-round to offer comprehensive tax preparation and strategic planning services to our clients. Because we have our finger on the pulse of financial trends and ever-changing local, state, and federal laws, we are able immediately to identify and capitalize on opportunities that otherwise would be missed.

Whether you are an individual employee, small business owner, non-profit leader, or corporate executive, your goal is to minimize costs and maximize income. As entrepreneurs ourselves, we understand and share this goal, and our tax consultants help you achieve it by highlighting applicable tax savings and credits, avoiding penalties, and creating comprehensive multi-year strategies that lighten your tax burden and allow you to retain more of the income you generate and to take advantage of opportunities to enhance your financial growth and profitability.

In short, we take the initiative in seeking out and capitalizing on the savings and investment strategies that will allow you to build the best possible future for your organization, your business, and your family.

Tax Services For Corporations, Partnerships, & Businesses

  • Federal, state, and local income tax returns
  • Mergers and acquisitions
  • Public v. private ventures
  • Regulatory compliance
  • Capital raising
  • Liability minimization
  • Strategic taxation consulting
  • Client representation before the IRS or State

Tax Services For Individuals & Families

  • Year-end and long-term tax planning and preparation
  • Education funds
  • Charitable giving
  • AMT effect minimization
  • Estate and gift planning
  • Fiduciary returns
  • Investments and capital gains
  • Retirement strategies and distribution
  • Business successions
  • Comprehensive financial counsel

Comments are closed.