Taxation

 

At Smith Dickson, we take pride in offering a comprehensive and strategic approach to tax return compliance and planning.

Tax Return Preparation (Compliance)
Through our tax return preparation services, we integrate business and personal tax strategies to minimize overall tax liabilities.  Of course, we diligently adhere to compliance guidelines and work with you to submit tax returns on a timely basis.  Finally, we take the time to help you understand your completed returns.  Our goal throughout this process is to not only provide superior expertise but to also make tax preparation easier for you through our attentive, personalized service.

Our tax return preparation services include:

  • Federal
  • Multi-state
  • Individual
  • Corporation
  • LLC/Partnership
  • Trusts and estates
  • Sales and use
  • Property
  • Amended tax returns
  • Net operating loss carry back and forward

Tax Planning
Whether your tax situation is complex or simple, our professionals have the capabilities to develop creative solutions.  We are committed to understanding each client’s specific circumstances and goals so that we can help to minimize your tax exposure.

Our tax planning can be multi-faceted, involving several entities and personal interests, or focused on a specific entity.  These services include:

  • Short and long-term business and individual tax planning
  • California and multi-state tax planning
  • Planning and structuring for complex business or personal transactions
  • Mergers and acquisitions tax planning
  • Tax-free real estate exchanges
  • Cost segregation studies
  • Family planning and business succession planning
  • Estate tax planning
  • Charitable remainder trusts
  • Consulting on payroll, sales and excise taxes

Tax Controversy
Smith Dickson’s CPAs will help you to understand and respond to audits or other problems from federal, State, and sales tax authorities.  Our experience with IRS and State proceedings helps us to offer effective guidance for your dispute. We work with clients throughout all phases of the tax controversy process from the beginning of the audit, to the preparation of protests and negotiation with IRS or State appeals.

Our services include representation on various issues:

  • Delinquent tax deposits
  • 100% penalty assessment
  • Penalties and interest
  • Failure to file
  • Unreported income
  • Expense deductions
  • Garnishments/liens/levies
  • Installment plans
  • Offers in compromise
  • Tax return preparation for: late returns and non-filers
  • Voluntary disclosures

If you would like to learn more about any of our Tax services, contact Smith Dickson today.