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Tax
At Frankel Zacharia, a well-prepared, carefully reviewed tax return is only one facet of our overall approach to quality tax services. Our philosophy is to maintain ongoing communication with our clients throughout the year and to keep them advised of new developments in the tax laws to identify planning opportunities and potential impact. This personal approach enables us to recommend ways to reduce or defer taxes, make strategic planning suggestions, avoid penalties, meet filing deadlines, improve financial reporting, and plan for the future.
Productive working relationships are a critical factor in reaching any goal. We enjoy excellent rapport with our clients' management personnel, legal counsel, bankers, and other professionals who play an essential role in guiding our clients to financial success.
Our professional staff is noted for its expertise and innovation in the complex areas of individual, corporate, partnership, fiduciary, and estate taxation. We regularly consult with start-up business enterprises on the choice of entity type and methods of accounting. In the areas of financial and estate planning, we can provide plenty of options for designing a financial or estate planning package that best suits your needs. As consultants, we take the planning process a step further by helping interpret those options and devising a plan that will solidify your financial goals and bring them to fruition.
Some of our tax services include:
Income Taxes - Planning
• Education Funding
• Personal Financial Planning
• Federal, State, and Local Taxes
• Tax Minimization Planning
• IRA Distribution Planning
• Personal Wealth Building
• Retirement Planning
Estates and Trusts
• Charitable Giving
• Family Succession Planning
• Estate Tax Savings Strategies
• Estate Liquidity Reviews
• Estate and Trust Administration
• Asset Preservation Planning
Tax Compliance General Planning
• IRS Examinations & Appeals Representation
• Corporation and Partnership Returns
• Individual and Trust Returns
• Estate and Gift Returns
• State Tax Filings
• Exempt Organizations
• Business Valuations
• Corporate Mergers, Liquidations
• Business Reorganizations
• Employee Benefit Planning
• Business Forecasting and Projections
• Tax Research and Analysis
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