Tax Planning and Compliance
Creating value in the short and long termASK AN ADVISOR
Preparing annual tax returns without proactive tax planning will most certainly result in paying more tax than required.
Planning before, during, and after the tax return process ensures you minimize your tax liability and stay in compliance with the many tax rules and regulations.
A comprehensive and consistent approach to your taxes will result in the growth of your personal net worth.
To prosper through the impacts of external factors — like new tax legislation and economic fluctuations — and internal factors — like family changes or revised personal goals — you need a team you can trust.
Skilled and responsive tax experts can help you uncover your personal tax saving opportunities through every season.
Far from an annual endeavor, tax planning deserves your attention throughout the year and over the longer term:
To achieve the best possible outcomes, you will want an advisor that not only understands the tax considerations but also the financial implications. We will be proactive and responsive in all things that relate to your tax situation.
There are many ways a skilled tax expert can structure things so you remain in compliance and still pay taxes at a minimum rate or recognize tax benefits.
We never lose sight that it is our responsibility to manage both of these objectives for our clients — compliance and tax minimization.
Numerous factors may make your situation more complex from a compliance standpoint. We are familiar with all scenarios and have worked directly with individuals with foreign investments, those who file in multiple states, and those who are filing tax returns that are hundreds or thousands of pages long, to name a few.
Preparing your tax return should be about minimizing your taxes while making the process as painless as possible. We utilize technology, efficient processes, and open communication to ease the filing burden for our clients.
Regardless of the depth of complexity, we come with comprehensive knowledge of tax laws and regulations and are ready to assist.
Whether an entrepreneur, investor, or other successful individual, your tax situation requires a tax team committed to managing your taxes. We believe that you deserve the focus, responsiveness, and proactive planning to ensure your personal wealth goals are met. We take pride in working with our individual clients, their families, and all their related ventures and will provide you with all of the time and attention necessary to support you every step of your financial journey.
“In recent years, Smith + Howard has been invaluable in keeping us abreast of changes to the tax code and wider environment. They’ve guided us through complex issues we had no knowledge of, and time and time again, it’s proved to be invaluable for us.”Tom Nahigian, retired CFO of Abatement Technologies
“We use Smith + Howard for our audit, tax and special project work. Their advice and counsel is exceptional. Most recently, without Smith + Howard’s advice, we would have missed out on a $4M refund from a tax incentive program.”David Seem, CFO, Miller-Zell
“Their mindset is different. They’re constantly looking to see what our objectives are and they’re giving us the best possible advice and keeping up with all the rules and regulations. It’s like having an expert looking over your shoulder with what you’re doing.”Raj Anand, CEO, Southern States, LLC
Our first individual tax client hired us in 1971 and that individual is still a client today.
We make it our priority to know you, staying close to your situation and becoming an essential advisor as you pave the way toward a successful financial future.
Our services include:
Our roots going back over half a century were grounded in tax. Today, while we can serve every aspect of your business’ financial life, we still stand on a strong tax foundation.
When consumers purchase goods and services, they pay indirect taxes.
As a high-net-worth individual, you need a partner working as hard to protect and grow your wealth as you did to accumulate it – a partner who is on the same page as you about how your life, family and goals evolve over time and commits to preserving what you’ve built.
Contact us to learn more about how our private client tax services can help you.