Tax

Learn about our wide range of tax services.

  • Individual/trust/business income tax returns
  • Tax research and planning
  • Family wealth planning
  • Estate and gift planning
  • Tax structuring and transaction assistance
  • Representation with IRS and state/local taxing authorities
  • International tax assistance

Tax Planning Assistance

  • Income forecasting
  • Long-term strategy
  • Estate and personal finance
  • Year-end tax planning

Federal and State Tax Controversies

  • Representation
  • Negotiation
  • Revising existing procedures

Davie Kaplan’s “Behind the Scenes” Tax Practice

At the core of our tax advisory practice is our tax department, a team of creative researchers, planners and tax law experts. We have extensive experience in consulting with business owners, families and high-net-worth individuals on various tax issues. So while many clients engage us to simply prepare their tax returns , we believe that one of the most valuable services we offer is the integration of proactive tax planning with the preparation of the tax return. Whether working on individual, corporate, partnership, estate, trust or other returns, our professionals can help our clients to make the most of their money through expert planning and sound advice.

Planning Assistance

Our tax professionals can assist clients with forecasting annual income and developing strategies to minimize future taxes. We can also help clients with estate or individual planning needs to ensure that they will achieve maximum tax savings while still meeting specific financial and family goals.

Our tax professionals present clients with different options, using financial models to highlight the various long-term advantages and disadvantages for each option. These professionals help clients understand all of these options before making any decisions.

Tax planning is not a one-time process. Every change in a business’, family’s or individual’s financial status might have significant tax ramifications. Our professionals are always available to offer the best tax advice for each client’s circumstances.

Federal and State Tax Controversies

Companies or individuals subject to tax examinations or investigations require the assistance of professionals experienced in dealing with the IRS or state tax authorities. Our tax team represents our clients by offering advice and facilitating discussions while striving for the most favorable result. We have defended clients’ tax choices and have helped them to avoid penalties. If the IRS or other tax authority conducts an investigation of the procedures or tax decisions guided by another firm, our tax professionals help to minimize any penalties and monies owed. Regardless of the dispute’s outcome, we will work to revise existing procedures and minimize future inquiries by tax authorities while striving to obtain the best tax outcome for the client.

Interested in learning more? Contact us