for Closely-Held Businesses

When it comes to tax-related matters, you need more than a simple accounting of facts and figures. You need creative short- and long-term planning that will minimize the tax burden on your company, its owners and key employees.

The accountants at Whittlesey & Hadley are active tax planners on our client’s behalf. We know that tax planning is a year-round, not a year-end, process. We work with you throughout the year to develop a tax plan that will maximize the benefits allowable under the law.

Our tax planning services include:

• Action plans that respond to the latest changes in tax law.

• Tax assistance with complex transactions, such as business consolidation, reorganization, acquisition and liquidation

• Real estate transactions including feasibility studies, purchase and sale, and like-kind exchanges

• Estate and retirement planning, including investment and life insurance analysis

• Federal and state tax return preparation and filing that are timely and precise

• Representation before the Internal Revenue Service, should it ever be required

Let Whittlesey & Hadley respond to your needs with creative tax planning services that minimize your tax burden. Contact us today.

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