Tax Planning & Compliance | Financial Services | Business Services

Tax Planning & Compliance

  "It's not what you earn....
it's what you keep!"

Preparation of Federal and state income tax returns for corporate and individuals is a large aspect of this department. Even more important, is an innovative and aggressive approach to tax planning strategies on a year-round basis.

Such strategies may include 1031 tax-deferred exchanges, proper entity selection, multi-year tax projections, year-end positioning and favorable asset allocations on business purchases and dispositions.

Contact: bill@doughertycpa.com

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