Tax Services

 

The Tax Services area of Crosslin & Associates provides a full range of services in the areas of planning, preparation and litigation for individual, corporate, partnership, fiduciary, trust and non-profit taxation, including:

 

• Representation of taxpayers before the Internal Revenue Service and other state and local taxing authorities;

• Tax planning for complex business and investment transactions:

  • Like-kind exchanges of real estate

  • Corporate liquidations

  • Assistance with debt restructuring and related issues of debt forgiveness

  • Projections for and tax analysis of real estate syndications

  • Analysis of complex issues regarding partnership allocations having substantial economic effect

  • Tax advice regarding S-elections and avoidance of double taxation

• Income tax planning

• Estate planning

• Retirement planning

• Personal financial planning

• Preparation of federal, state, and local tax returns

• Business and real estate transactions

• New business start-ups

• Employee benefit plan administration

• Mergers and acquisitions

• Valuation services

 

We believe in taking advantage of strategic tax planning opportunities. Tax planning and consulting includes much more than an annual update and review of a company’s tax position. It requires having proactive, knowledgeable tax professionals who take the initiative, anticipate impending problems, foresee potential opportunities and develop effective solutions in time to realize their full benefits.

 

We want to understand your financial objectives to maximize tax-planning opportunities.  We bring technical expertise in both the institutional and individual tax areas and will work with you throughout the year to integrate effective tax planning into your decision-making process at the earliest possible point.

 

In addition to the normal tax compliance services we provide, we customarily work with our clients in developing a long-term tax strategy that will minimize corporate income taxes. The development of the strategy involves our tax experts communicating on a regular basis with management. During these meetings, we will gain an understanding of the company’s goals and assist in structuring operations and transactions in a manner to achieve the best tax results as practical and with as little interference as possible with the normal operation of the business.