Services – Tax Planning & Tax Return Preparation

Tax implications affect almost every business transaction, investment and personal planning decision. Therefore, our tax advice and preparation services are among the most widely used by our clients.

Curcio & Cohen has the practical experience and most current knowledge to help you meet your corporate or personal tax planning and preparation needs. We will assist you every step of the way to ensure the preparation and filing of your taxes is completed in an accurate, timely and efficient way.

We continually monitor the latest federal, state and local tax laws to ensure we provide you with advice and recommendations based on the current and projected future tax liabilities and legislation. Our special expertise in state taxation (Nexus issues) means we can guide your business through interstate commerce issues and avoid triggering audits and penalties caused by doing business in states other than where you are headquartered.

Our firm has expertise in tax compliance for dual nationals who live outside the U.S. We guide our clients through the U.S. tax compliance process with the goal of minimizing taxes, avoiding penalties, and helping our clients understand the U.S. tax system.

You can trust our recommendations will be comprehensive, current and provide you with a solid foundation on which to make your financial decisions. Should the situation arise, we will represent you before taxing authorities.

Our tax planning and preparation services include:

  • » Estate, trust and gift planning
  • » Family business tax planning
  • » Mergers and acquisitions
  • » Payroll and sales tax reporting
  • » Preparation of corporate, partnership, individual and non-for-profit tax returns
  • » Representation before taxing authorities at examination
  • » Tax compliance for dual nationals
  • » Retirement plans
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