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At Thaney & Associates, we specialize in helping you plan proactively to maximize your tax advantages while avoiding unpleasant end-of-year surprises.  In addition, this approach, together with our current knowledge of new developments in tax laws, results in substantial tax savings for you.

Our experience has shown that the most effective planning is often done in conjunction with other professionals - attorneys, bankers, insurance representatives, retirement plan advisors, and financial consultants.  We are very pleased to work closely with all the professionals who have your best interest at heart.

Our tax services include:

 

Corporate tax planning

Personal income tax planning
Incorporations and liquidations
Evaluation of tax advantaged investments
Retirement plans
Tax examinations and appeals
Reorganizations and recapitalizations
Professional corporations
Auditing
Trusts
Valuation of closely held business interests for gift, estate, buy-sell agreements and other matters

 

We stand behind every tax return we prepare, including taking a strong supporting role when representing our clients before the IRS or other tax authorities.

Contact us to inquire more or request financial services.        

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