Tax Services

At JT Shulman our broad knowledge of tax laws and regulations provides our clients with comprehensive guidance to federal, state, local and international tax laws and regulations.

Our tax services include:

  • Cost effective preparation of business entity tax returns including not for profit entities and publicly held companies.
  • Integration of business and personal income tax strategies to minimize overall tax impacts.
  • Optimization of business entity type to minimize income taxes while providing maximum operational flexibility.
  • Planning for the minimization of estate taxes including wealth transfer strategies and the use of trusts.
  • Preparation of individual federal and state returns.
  • Preparation of estate trust and gift returns.
  • Providing clients with timely advise and analysis of relevant changes in tax law and regulations.
  • Representation of business and individual clients before taxing authorities at examination and appeals level for for income tax issues as well as sales tax audits.
  • Researching tax effects of proposed transactions and providing alternative structures.
  • Tax preparation and compliance.