Taxes, Accounting, Compliance, and Planning
Income Tax Planning and Compliance
At Perry Group, we take a proactive approach to tax consulting that encompasses more than just preparing tax returns. We believe preparing tax returns is more than a one-time service that occurs each year. As your tax advisors we believe that establishing a close relationship with our clients is key to successful tax planning. This allows us to work with you throughout the year as events happen that affect your life, family, and future.
We use this information to implement tax mitigation strategies that are monitored and updated throughout the year to minimize taxes and meet your specific goals and financial needs as they change.
Tax services, Compliance and planning for: Individuals, Corporations & Partnerships, Trust & Estates including:
Income tax planning and compliance with local, state, national, and international jurisdictions
Preparation of Federal, State and Local tax returns
Representation before Federal and State taxing authorities
Sales and Use Tax
Real estate transactions, like-kind exchanges, and other real estate tax minimization strategies
Entity structure and start-up advisory services
Planning for business owners compensation, fringe benefits, and profit sharing plans
Audit protection and management at the Federal and State level
Buy-sell agreements and business succession planning
Estate, Trust and Gift Planning and Compliance
Focusing on the financial foundation by working with the client to understand the short and long-term goals allows us to focus on the client’s best interest and accomplish the desired goals.
Based on each clients situation and desired goals we put specific plans in place to minimize taxes, protect assets through a variety of vehicles, and advise clients how to use and manage hard earned assets to produce a retirement plan to support desired lifestyle’s and provide an estate plan for their family.
Estate, Trust and Gift Tax Return preparation
Succession and Retirement planning
Wealth transfer strategies
Family estate and gift tax planning to minimize estate taxes
Based on each clients situation and desired goals we put specific plans in place to minimize taxes, protect assets through a variety of vehicles, and advise clients how to use and manage hard earned assets to produce a retirement plan to support desired lifestyle’s and provide an estate plan for their families.