Tax Planning & Strategy

Understanding and minimizing your tax liability requires year-round attention and advance planning. At ShindelRock, we apply a comprehensive tax planning approach to each of our clients’ activities throughout the year, so there are no surprises. Our team of sophisticated tax experts includes several Masters of Taxation, a Certified Specialist in Estate Planning and an IRS Enrolled Agent, all of whom are adept at understanding and minimizing even the most complex business, individual, estate and trust tax matters.

Some of the tax services we offer include:

• Standard or complex income tax return preparation (business and individual)
• Advanced tax research
• Estate Tax/Trust planning
• Estate Tax/Trust returns preparation
• State and local tax issues
• Multi-state tax matters (including nexus issues)
• Foreign entities doing business in the U.S.
• Tax controversies

Because we handle a client’s entire financial spectrum we have the unique ability to integrate business and individual tax plans and recognize needs or opportunities only apparent when considering the entire picture. For instance, if a vehicle to protect underlying assets is required, we can coordinate a trust or an estate’s establishment and execution with attorneys and investment professionals, choosing the tax savings strategy that best matches the client’s wishes.

The unique complexities and interactions of your business, individual, estate or trust activities call for tax experts adept at navigating the system. Let ShindelRock take the surprise out of taxes with year-round comprehensive tax planning services.

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