Tax Planning and Preparation2018-02-21T18:30:31+00:00

Tax Planning and Preparation

We work to anticipate any tax problems before they arise, not react after the event.

At PHHW, we believe the best tax preparation is achieved through a dedication to ongoing communication and planning. While concentrating on tax law and recent changes, we study each client’s business or occupation to help them take advantage of all legitimate opportunities to lower their tax burden. Tax positions are clearly explained to each client throughout the year, so clients pay the least amount of tax possible.

Our Tax Services

PHHW offers a broad range of tax services for individuals, partnerships, corporations, fiduciaries, and estates. These include:

Tax Services for Individuals:

  • Tax planning and projections
  • Tax return preparation
  • Estate and gift tax planning
  • Preparation of gift tax returns
  • Tax research related to new tax laws and complex taxation issues
  • IRS and state audit assistance
  • Retirement tax planning
  • Tax research and planning relating to complex tax issues rising from the sale or acquisition of real estate, businesses, and various capital assets
  • Personal financial and investment tax planning
  • State and local tax planning and preparation
A corporate meeting reviewing charts in a presentation.

Tax Services for Businesses:

  • Tax planning and projections
  • Tax return preparation
  • Tax research related to new tax laws and complex taxation issues
  • IRS and state audit assistance
  • State and local tax planning and preparation
  • Sales and use tax planning and preparation
  • Payroll tax planning and preparation
  • Choice of business entity analysis
  • Merger, acquisition, and business succession planning
Work meeting at table.

Our tax professionals have substantial experience with a wide range of taxation issues and stay well educated in regard to recent changes in tax law. We represent all clients in the event of an IRS audit, regardless of whether our firm did the prior year planning or the return.

With PHHW, you know you have the support of our team when it comes to your taxes.

Need help with your taxes?

Contact Us