Tax Services
Your Trusted Tax Resource
SMCPA has decades of experience providing federal, state and local tax strategy, planning and preparation services.
Our client base includes large corporations, international businesses, foreign nationals, high-net-worth individuals, family business owners and local business operators, among others.
With partner involvement at every level of service, SMCPA applies a year-round approach to tax planning—proactively identifying opportunities to ease your tax burden, increase cash flow and optimize your annual filing.
Our tax services include:
Tax Planning. As your business grows, we proactively analyze your financial picture and ensure all elements work together so you can minimize your tax liability.
Transaction & Succession Tax Strategies. As the business life cycle nears succession, our experts help you understand the optimal tax structure so you can confidently negotiate the transaction.
Estate & Trust Tax. Our team provides strategies to minimize the tax burden for your trust and beneficiaries, and ensures trustees stay in compliance with complex, ever-changing tax laws.
