Tax Compliance

Tax Compliance Services

  • Individuals
  • Partnerships
  • Limited Liability Companies
  • Corporations
  • Estates
  • Trusts
  • Not-For-Profit Entities
  • Payroll
  • Benefit Plans
  • Gift

 

Congressional attempts to “simplify” the tax laws have added more complexity than ever to an already complicated process.

 

At McGuckin, Shatz & White, LLC, our tax consultants stay abreast of these changes through continuing education classes and extensive research. We develop strategies that will allow you to take full advantage of the law, and we use our best judgment and experience to advise you as to what actions you can take to reduce your tax burden. This forward-looking approach of developing advantageous tax strategies allows you to plan for the future. And because virtually every financial decision can have tax implications, careful tax planning can make a big difference in the final outcome.

 

McGuckin, Shatz & White, LLC annually prepares tax returns for individuals, all types of businesses, trusts and tax-exempt entities. Beyond our compliance services, we provide a variety of tax planning and consulting services, from estate, gifting and retirement planning, to state and local tax issues, and succession planning.

 

Our tax professionals go beyond your tax return to analyze both current and projected income as well as your plans to transfer wealth. Then we recommend smart tax tactics, such as timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income, and using gifts and trusts. Our forward-looking, what-if approach can help you grow and preserve assets; defer income; and reduce taxes on your income, estate, gifts, investments and retirement distributions.

 

Whether wealth planning, compliance or consulting, our goal is the same: to provide you with recommendations and strategies within the law to help you build your net worth and reduce your tax burden.

 

  • Annual Return Filings
  • Quarterly Estimate Computations
  • Franchise Returns & Annual Reports
  • Sales & Use Tax Returns
  • Payroll Tax Returns
  • IRS & State Representation
Contact us to learn more about our services.