Tax Planning and Preparation

Think the term “tax” only applies to work performed prior to and around the April 15th deadline?  Think again.  At Louis T. Roth & Co., we maintain close, personal relationships with our clients by providing year-round assistance and tax planning guidance.  In addition, our team utilizes cutting-edge technologies to expedite our tax preparation processes.  Over the years, we’ve earned our reputation as a creative, trustworthy, reliable resource for business and individual tax needs.

Our tax planning, research and compliance experts continuously monitor federal, state and local  regulatory environments for two key reasons: to help our clients comply with all necessary tax requirements, and to identify potential opportunities to minimize their tax burden.

We offer a variety of tax solutions for both businesses and individuals, including:

  • Business structure planning
  • Corporate reorganization and restructuring
  • Divorce and support issues
  • Federal, state and local  tax return preparation
  • Mergers and acquisitions
  • Tax effects of buying/selling a business
  • Tax planning and implementation
  • Representation before federal, state and local  taxing authorities
  • Retirement and estate planning
  • Succession planning

For more information, please contact: