OUR SERVICES

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.

SERVICES

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

Employment Taxes

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

REPRESENTING CHANGE

SPORTS ACCOUNTING

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.