Tax Planning & More
At Maggart, we guide our clients through a full range of tax planning decisions. We work to help you minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up-to-date on the tax laws and can make sense of your filings, forms, receipts, bills, and notices.
Tax Compliance
Maggart’s tax professionals will partner with you to provide tax solutions that accomplish near term objectives while providing forward looking advisory services. We offer a comprehensive range of tax compliance and advisory services traditionally found with large firms while providing the responsiveness of a local firm. Whether you are a publicly traded or private company or high wealth individual, our experienced team will take the time to understand your tax needs.
The evolving federal tax environment requires you consult an experienced trusted tax advisor. We can help you with tax planning, estimates, preparation, filing, payments and credits, and IRS audits.
We also recognize that companies and individuals who do business or work in more than one state must deal with a complex, and often confusing, state and local tax environment. Constant changes in administrative policies and new tax legislation pose challenges to traditional state and local tax management. Failure to comply can lead to material assessments of tax, interest and penalties.
Our team will work with you to employ strategies that lower your federal and state income tax rates and ensure you are in compliance. The following is a sample of tax compliance services we offer...
Our expert tax services cover:
Tax Advisory Services
In today’s ever-changing income tax law environment, you need to understand laws and regulations that impact how much tax you pay. It’s important for you to work with a trusted advisor that provides strategic planning to help you pay only what you owe and preserve more of your wealth in any tax policy scenario.
We work with individuals and families as well as business owners and executives, offering personalized tax solutions to fit your unique circumstances. We provide a detailed assessment of your current taxes, your income streams, and the changing tax laws and economic factors that impact your tax scenario.
Some of the more common tax advisory solutions we offer are:
- Compensation solutions and Section 280G (parachute payment) analysis
- Section 382 (NOL) limitation calculations and optimization
- Choice of entity and entity conversions
- K-1 allocation schedule preparation
- State tax nexus studies
- Fixed asset management and depreciation method optimization
- Mergers & Acquisitions
- Tax due diligence and structuring
- ASC 740 (FIN 48) analysis on uncertain tax positions
- Financial reporting of income taxes—tax provision review and assistance
- Individual income tax planning and projections
- Estate planning
- Tax audit representation
- Research and development credits
- Tax accounting method review
The Expertise You Can Trust
Having the right CPAs and advisors working on your behalf can make an enormous difference in your financial outcome. At Maggart, our team is led by highly experienced CPAs. We're trusted by many of the regions top financial institutions, businesses, and high net-worth individuals. We partner with our clients to help them develop proactive tax strategies. Armed with decades of experience and insight into the ever-changing tax regulations, we can help you build a manageable financial and tax plan for whatever your future holds.