Tax

Overview

Most privately-held companies pay more taxes than they should, but tax rules are complex and ever-changing. The SLD tax team is led and staffed by industry experts who can help you navigate through complexity with solid, practical advice.

  • Planning and Compliance
  • Tax Minimization
  • Tax Returns

The firm’s tax specialists get to know client needs through a collaborative process and proactive approach. This ensures that their suggestions have immediate applications to save money, reduce risk and achieve goals.

Through the firm’s affiliation DFK International, tax experts can be accessed worldwide to support a client with the same high level of quality and service met at SLD.

  • Planning and compliance – SLD assists clients with key business and personal planning issues that have significant tax ramifications. SLD offers specialist expertise in estate tax planning, and can project tax liability under different scenarios, as well as explain various estate planning tools.
  • Tax minimization – When buying or selling a business, SLD can help structure the deal to take full advantage of tax laws. The firm keeps its clients up-to-date on current techniques for preserving businesses and assets. Tax specialists are proactive in suggesting potential tax- or money-saving opportunities.
  • Tax returns –SLD prepares tax returns for individuals, C corporations, S corporations, partnerships, LLCs and trusts. The firm has extensive experience with the taxation of closely-held companies and their owners.SLD’s tax professionals advise on how to coordinate corporate tax returns with personal returns to get the maximum benefits, let clients know when it’s time to change strategy and keep an eye out for future planning opportunities.

SLD is a regional firm, and can offer a level of personal service not found at larger, national CPA firms. Little turnover in staff means taxes can often be prepared by the same person annually.

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