Taxes, Accounting, Compliance, and Planning

  • Income Tax Planning and Compliance
  • Estate, Trust, Gift Tax Planning and Compliance
  • Charitable Giving, Philanthropy, and Private Foundations
  • Business Services
  • Litigation Services
  • Other Services

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.

Areas of Expertise

Tax services, Compliance and planning for:

  • Individuals
  • Corporations and Partnerships
  • Trust and Estates

Services include the following:

  • 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

Niche Markets:

  • Professional Athletes
  • Economic Damage and Forensic Accounting Services
  • Law Offices
  • Doctors
  • Contractors
  • Realtors
  • Residential and Commercial Rentals
  • Real Estate Investors
  • Manufactures
  • Marketing Entities
  • Road Side Services
  • Other Professional Service
  • Providers
  • Not-for-Profit Organizations

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.

Services include the following:

  • Estate, Trust and Gift Tax Return preparation
  • Wealth transfer strategies
  • Succession planning
  • Family estate and gift tax planning to minimize estate taxes
  • Retirement planning

Charitable Giving, Philanthropy and Private Foundations

Perry Group works with tax exempt entities of all sizes and type. We have the resources, knowledge, tools, and experience to handle all tax related filings from the tax exempt status application and initial set up to setting operational procedure to handle the day to day accounting to filing all required tax returns and handling all other tax related compliance.

Business Services

Local, State, Federal, and International tax

Perry Group’s federal tax specialist provide a wide range of services that include providing consulting and compliance services to C corporations, S corporations, and other pass-through entities. In addition to our federal tax specialist, we have experts who specialize in international, state, and local tax issues.

Perry Group has the necessary resources, tools, and experience to enable businesses to grow effectively and efficiently. This includes working with business owners by providing value added services related to accounting and tax services and connecting businesses with other professionals needed for continued effective economic growth. This experience allows our professionals to provide their clients with the most comprehensive personal representation.

Business services include the following:

  • Federal, State and Local Tax preparation
  • Federal,State, and Local Tax planning
  • Sales and Use Tax
  • CPA Prepared, Compiled and Reviewed Financial Statement Preparation
  • Federal and State Payroll Tax Filings
  • Family and individual business planning
  • Organizational structure planning
  • Bookkeeping services/CFO services

Litigation Services

Litigation services continue to be a growing department for Perry Group. Perry Group has experience consulting as an expert witness on a wide variety of cases. His experience includes but is not limited to the following: Reviewing and analyzing the underlying foundation evidence and measure the lost profits and other related damages relating to personal injury claim calculations for loss wages and or medical damages, matrimonial litigation services for economic damages, accounting issues, fraud and any other matter where financial determinations are required.

Litigation services include the following:

  • Economic damage calculations
  • Forensic accounting
  • Expert witness matters
  • Loss wage and medical damage calculations
  • Matrimonial litigation
  • Other financial determination expertise services

Additional Services Provided

  • Assistance with tax audits
  • Evaluation of organizational structure
  • Family office services
  • Business advisory and other consulting services
  • Accounting services for individuals, estates and trust, partnerships, and corporations