Tax Planning & Preparation

Building Personal Wealth for Business Owners…

The primary objective of tax planning is to minimize a client’s overall tax burden whenever and wherever as allowed by law. Given ever-changing IRS rules and regulations, tax issues can be complicated and financially troublesome for small businesses of every kind and size.

Business Tax Services at Lisa Aldrich, CPA extend well-beyond the professional preparation of tax returns to include applying crucial advance-planning techniques that minimize future taxes. Such planning provides company owners and managers with additional foresight on the tax implications of proposed business transactions, expansions and corporate reorganizations… plus advice on personal tax issues like executive compensation and benefits, retirement plans, succession plans, etc. From determining tax liabilities to compliance reporting, Lisa Aldrich, CPA works in your best interest by utilizing current tax regulations and formulating tax-reduction strategies to your financial advantage.

  • IRS Tax Preparation (corporate, partnership, individual, multi-state)
  • Governmental Compliance Filings (payroll, sales, property, etc.)
  • IRS Tax Problem Response, Negotiation & Resolution
  • Strategic Tax Consulting
  • 1099 and W-2 preparation

Minimizing Income Taxes for Individual Clients…

Individual non-business clients also depend on Lisa Aldrich, CPA for expert advice on personal income and family wealth preservation tax issues. Whether preparing annual tax returns or consulting with clients on the tax ramifications of estates and trusts, you can be assured Lisa incorporates every legally-applicable tax savings strategy. Unlike most tax preparation chains staffed with seasonal form processers who simply say “your return is done… sign here,” Lisa’s personalized tax services provide “where and why” tax reduction explanations to help make you a more informed client.

Other personal tax-related matters where Lisa can help:

  • Year-End Tax Planning
  • Pre-Retirement Tax Planning
  • Inheritance & Financial Windfalls
  • Alternative Minimum Tax Planning
  • IRS Tax Problem & Settlement
  • Estate Tax Returns
  • Gift Tax Returns