Tax Planning & Preparation Services

The Whitsell Group has assisted many companies, individuals, estates, and others in tax planning and preparation. Our goal is to save our clients as much money as possible while reducing IRS audit exposure, but remaining aggressive toward practical tax savings opportunities. To accomplish this goal, we are continually monitoring tax regulations, policies, legislation and court rulings. Therefore, combined with our wealth of technical knowledge and resources, we evaluate each client and their unique tax position. This involves a creative approach to solving and structuring tax solutions in order to achieve our client’s goals.

Business & Individual Tax Services Include:

  • Preparation of all Business Federal, State and Local Tax Returns
  • Preparation of all Individual Federal, State and Local Tax Returns
  • Analysis of Tax Consequences Related to Specific Transactions
  • Recommendations and Alternatives to Achieve the Best “After Tax Results”
  • Business and Individual Tax Planning
  • Closely Held Company and Owner Tax Minimization Planning
  • Tax Strategies Associated with Mergers, Sales and Acquisitions
  • Internal Revenue Service Audit Assistance
  • Estate Planning
  • Retirement Planning