Tax Services

A pen and a calculator on IRS Form 1040.

The most important aspects of every tax return are the ability to plan for a potential tax liability and utilizing that plan to minimize the amount of the liability. Each year, hundreds of changes are made to the Tax Code, of which many have an effect on the running of everyday businesses. Our tax department leader, Robert McLaughlin, along with our experienced team of tax professionals assists our clients in various tax planning activities throughout the year. The tax team at Sharer Petree Brotz & Snyder also assists our clients in understanding the changes to the tax code and how to most effectively take advantage of the ever increasingly complex tax environment. We also provide individual tax services to clients looking to effectively manage their tax payments and minimize their exposure to unwanted and unexpected tax liabilities. In addition, our firm provides the following tax planning services:

  • Income tax preparation – Business & Personal
  • Year-round tax planning
  • Estate, inheritance and gift tax filings
  • Federal and state tax matters
  • Resolution of state tax matters
  • Representation before taxing authorities
  • Business succession planning
  • Selection of business form, structure, accounting method and other tax elections