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Tax Services

Tax Services

The primary objective of our tax team is to minimize your overall tax burden whenever and wherever possible. In order to achieve this goal, our tax services are directed primarily toward constructive tax planning beginning early in the year and maintaining close contact with you throughout the year. We are committed to continually updating our expertise to ensure that we have the tools necessary to help you utilize the tax law to your best advantage.

The tax services we offer include not only the preparation of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, retirement options, gift planning, and other similar services. We also have experience in providing assistance and advice in negotiations with taxing authorities.


Tax Return Preparation

Compliance issues are the foundation of most everything else we do. We can not only make sure your taxes are filed on time and accurately, but help with making proper elections and cutting through the quagmire that tax law can appear to be.


Tax Planning

Tax planning lets you control, to the greatest extent possible within the law and your unique financial position, what to expect when tax time rolls around. Our talented team can see opportunities to minimize your tax burden by planning the timing of execution of transactions, structuring special transactions to best take advantage of opportunities available, and staying abreast of new developments.


Estate Planning

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and death transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. We utilize multiple financial strategies and instruments to make the most of your estate.


Representation Before Taxing Authorities

We represent businesses and individuals in disputes with the IRS and various state or local taxing authorities. These disputes may include tax notices, tax examinations, or the appeal positions taken by the government.

As your representative, we will ensure that the IRS and other taxing authorities follow the rules and proper procedures when dealing with you. We will also help guard your rights as a taxpayer.

Tax examinations and notices can be difficult and time consuming, requiring gathering of information, coordination and due diligence to guarantee your rights are protected and preserved. We will review the issues, assist you all the way through the process and take the action that is appropriate for your situation.Representation Before Taxing Authorities


Retirement Distribution Planning

Planning for retirement can present several issues, including timing, establishment of suitable investment strategies for retirement funds and required annual distributions. We can help with these and other difficult retirement questions by evaluating the tax implications and other considerations of each alternative. We also offer assistance with retirement plan design and evaluation including SEPs, IRAs, Roth IRAs, SIMPLE IRAs, Keoghs, and 401(k) plans.


Tax Free Exchanges

We provide straightforward answers and reliable advice when structuring and facilitating §1031 tax-deferred exchange transactions. A §1031 exchange is a way for you to sell real or personal property and avoid paying capital gains tax. An exchange allows you to defer taxes, preserve equity and grow your assets as you reinvest the resulting tax savings in "like-kind" replacement property. In order for an "exchanger" to realize the tax-deferred benefits, a "qualifed intermediary" must hold the sale proceeds during the exchange period. SGA can help you navigate the procedure to achieve the results you want.


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Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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