Tax Planning and Strategies

As a business owner, your time is better spent growing your organization, not worrying about changes in the tax laws. However, it’s these changes that can significantly impact the growth of your company. Whether you realize it or not, every decision you make for your business has tax implications. Buying new equipment, testing different manufacturing processes and entering a new state all require a discussion on tax planning.

Our tax professionals are experts in the tax challenges that businesses and individuals may encounter and are proactive in laying out a plan built specifically for your unique needs.  We will work with you to uncover any opportunities for tax-savings that you may not currently be taking advantage of.  We pride ourselves on our ability to keep our clients informed on any and all tax planning opportunities and potential exposures.

Our clients turn to us for creative tax strategies that help minimize potential risks and allow them to take advantage of all appropriate tax-saving opportunities.  At Chortek, we have both the experience and depth of knowledge to meet your needs.

Quick Tax Facts

Tax Planning Services

  • State and local tax planning
  • Tax compliance advice
  • IRS audit support
  • Estate and Trust Services
  • Cost segregation studies
  • Sales and use tax reviews
  • Research and development tax credits
  • Succession planning
  • Entity formation planning
  • Mergers and acquisitions 

Tax Compliance Services

  • Prepare and review corporate and individual tax returns
  • International tax issues
  • Payroll, sales tax and personal property tax compliance
  • Assistance with estimated taxes
  • Interpret existing and proposed tax laws and provide related advice       

Personal Financial Management

  • Manage and coordinate all aspects of owners and executives personal financial affairs
  • Structure and plan estate, trust and gifting programs
  • Retirement planning
  • College savings plans