Tax Services

Local Experts Providing Comprehensive

Tax Planning & Preparation Services

We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your business needs and goals.

We leverage the best technology available for optimal efficiency and accuracy. We act with integrity and ethics in everything we do. And we always act in your best interests.  

Our Services

Our Tax Planning & Preparation services include:

BUSINESS TAX RETURNS

Partnership (1065), S Corporation (1120s), C Corporation (1120), Business Property, Sales Tax, Excise, Use and Transient Tax Returns

PERSONAL TAX RETURNS

Individual (1040) Foreign (1040NR)

YEAR-ROUND TAX PLANNING

Quarterly Tax Provisions, 1031 Exchange, Cost Segregation, and Various Other Tax Planning Items Modeled and Utilized

M&A TAX CONSULTING

Qualified Reorganizations, Business Purchase and Sale Tax Planning

INTERNATIONAL TAX

Tax Treaty Coordination, 5471, 5472, US Withholding Tax, Foreign Trust and Gifting Preparation, FBAR, FINCEN Filings

ESTATE & GIFT TAX

Estate Asset (706) and Gift (709) Tax Returns Estate Income (1041). Estate and Gift Tax Planning, Compliance, Administration and Representation

IRS REPRESENTATION

Tax Audit Representation, Audit by Correspondence Representation and Problem Resolution

NOT FOR PROFIT TAX RETURNS

501(c)3, 501(c)6, Private Foundation and Various Other Exempt Return Preparation

Our Process

At White & Co. CPAs, we believe the best service to our clients happens outside of tax season alone. Your business doesn’t stop, and neither do we.

Through years of experience with successful businesses, we have developed a process for engaging with our clients throughout the year — not only to ensure accuracy and compliance, but to ensure you are on the right track to meeting your financial and business goals.

Testimonials

COVID-19 Update:

We are continuing to meet with clients in a socially distant manner, as well as via Zoom conferences. Please let us know what you’re comfortable with and we will accommodate you.