Tax Planning

To help you move forward to where you want to be – enjoying more of your assets while minimizing taxes, Custom Accounting Services tax planning services offer you integrated tax consultation and strategic advice. Whether you want to structure a family property transfer, reorganize your business or defer tax on the sale of an asset, our firm’s tax planning will help you avoid traps and proactively reduce your taxes to the greatest extent possible. We offer innovative planning alternatives and will even represent your interests before the IRS or applicable state revenue agencies.

When you work with our firm, you get more than a formal, business relationship. You benefit from a one-on-one relationship. It’s how we get to know you, your financial life, your dreams.

Contact Custom Accounting Services today and let us assist you with all your tax planning needs:

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