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Tax Planning & Compliance

Tax Planning & Compliance

Tax planning is one of the most important parts of your financial plan. We have the skill and the experience to help you minimize your tax liability.

We utilize the most recent tax change laws and work proactively with our clients to structure transactions that will result in the lowest desired tax effect balanced with the maximum financial benefit.

Our tax planning approach plays a significant role in individual and corporate transactions such as the sale of rental real estate, securities and/or stock options, equipment leases and purchases, buy/sell agreements, mergers and acquisitions, and family or closely held business issues. Through annual (or more frequent) tax planning meetings, we can help you to address any issues that may impact your tax, financial or estate plan and recommend proactive alternatives.

Newburg & Company, LLP provides its clients with a complete and diversified tax service, including customary services relating to the preparation of federal, state and local tax returns for individuals, corporations, partnerships, LLPs, LLCs, trusts and estates. Among our team of professionals, we have numerous individuals with advanced tax degrees to provide maximum resources.

Some of our tax advisory services and strategies include:

  • Business and Individual Tax Planning
  • Tax Compliance
  • Stock Option Planning
  • Advanced Pension and Retirement Strategies
  • Like-Kind Exchange Strategies
  • Liquidation/Dissolution Planning
  • Choice of Business Entity
  • Transaction Analysis
  • Family Business Succession Planning
  • IRS and State Agency Interface/Tax Collection Services

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