Tax Compliance and Planning

Our accounting firm offers a range of tax compliance and planning services to small and medium-sized businesses, individuals, estates, and trusts. Our team of experienced professionals is dedicated to helping our clients minimize their tax liabilities, comply with all relevant tax laws and regulations, and maximize their overall financial position.

Are you concerned about:

Minimizing Tax Risk?
Constantly Changing Tax Landscape?
Having a Tax Plan to help Manage and Maximize Cash Flow?
Protecting Your Wealth through Gift and Estate Planning?
Increased Complexity with State and Local Jurisdiction Compliance?
Cross Border Commerce and Changing Nexus Laws?

Not Overpaying Taxes by Maximizing Federal, State, and Local Incentives?
Maintaining Compliance with Tax Laws and Regulations?
Minimizing Tax Liabilities?
Avoiding Tax Penalties and Audits?
Managing Tax Risks?
Keeping Up-to-date with Changing Tax Laws?

Benefits of our Tax Compliance and Planning Services:

Maintain Tax Compliance

As your business expands, so do your tax obligations. Our tax compliance services help you stay on top of your tax requirements, whether you need a complete turnkey solution or an additive resource to dovetail with your existing system.

Efficient Tax Compliance System

Our team can create an efficient tax compliance system that streamlines the preparation process and meets all deadlines. We work closely with you to ensure that your tax compliance process is tailored to your specific needs.

Tax Planning

Our team assists small and medium-sized businesses with tax planning to ensure that they are taking advantage of all available tax deductions and credits. This can help businesses reduce their tax liability and improve their overall financial position.

Entity Selection

We advise small and medium-sized businesses on the most appropriate entity structure for their business, which can help minimize tax liability and protect the business from legal liability..

Retirement Planning

We can help small and medium-sized businesses plan for retirement by setting up retirement plans such as 401(k)s or SIMPLE IRAs. These plans can provide tax advantages to the business owner and help attract and retain employees.

International Tax Planning

For businesses that operate across international borders, we can help with tax planning and compliance issues related to international tax laws, treaties, and regulations. This can help businesses minimize their tax liability and avoid legal issues.

Registration and formation services

For businesses that are growing and need help navigating the requirements and regulations on operating in a foreign state.

Our Tax Compliance and Planning Services include:

Business Taxes

We provide outsourced corporate tax preparation services for income taxes, executive tax preparation, sales taxes, state registrations, employee benefit, and pension plan returns, excise tax returns, reporting foreign ownership in U.S. businesses, tax credits, and investment incentives.

State and Local Taxes

We offer Pass Through Entity Tax Planning (PTET), personal property, escheat/unclaimed property, state nexus issues, state tax registration, state domicile and residency planning, and payroll and employment tax compliance.

Personal Taxes

Our services include individual tax preparation and planning, and foreign transaction compliance (FBAR,FINCen) and reporting.

Estate & Trust

We offer trust and estate accounting, estate and trust administration, gift tax returns, and estate tax returns.

Non-Profit and Exempt Organizations

Our accounting firm provides tax compliance and planning services to non-profit and exempt organizations.

IRS & State Representation

We offer representation services for tax audits and examinations and tax agency notices.

Why Choose Us?

At DeLeo & Company, we understand that every business has unique challenges and needs. We offer tailored solutions that fit your specific needs, and we take a collaborative approach to help you achieve your goals. Our team of professionals has extensive experience in tax compliance and planning, and we are committed to delivering timely, accurate, and reliable results.