The key to minimizing taxes and avoiding penalties is planning. Not your average, everyday kind of planning, but planning with knowledge and foresight in mind. Knowing how the tax laws apply to you or your business is just the beginning; equally important is having a clear picture of your goals and objectives. This can open the door to new opportunities and fresh strategies.
Glass & Company professionals continually monitor federal and state regulatory environments for developments that will impact our clients. This is the knowledge part. The foresight aspect comes from having a detailed understanding of where your business is, where it has been and where you want it to go. We have that understanding. Why? Because we work hard to know our clients inside and out. Scheduling a lunch meeting one time a year during tax season isn’t our idea of client communication. We believe in continual preparation with frequent conversations all year long.
The services we offer in this area include:
- Preparation of individual, corporate, partnership and estate tax returns
- Exit planning
- Estate planning
- Transactional planning
- Entity selection