Tax Planning

KerberRose provides a variety of tax planning services for individuals and businesses. Our tax team researches and analyzes your tax situation to provide tax projections and specific tax planning advice, including family tax planning and wealth management. We work to understand both business and personal factors which affect tax planning. KerberRose is experienced in representing taxpayers before federal, state, and local tax authorities. In addition, we provide advice on the various legal structures for business entities in order to best match your financial goals while maintaining compliance with laws and regulations.

Our tax consulting practice differs from those of other accountants by providing a complete range of tax planning and compliance services. Regardless of your tax situation, you can rely on KerberRose for our experience and knowledge.

Our tax consulting services include:

  • Compensation Planning for Pass-Through Entities
  • Retirement Planning
  • Business Entity Selection
  • IRS & State Tax Dispute Representation
  • Tax Projections & Year-End Planning
  • Family Tax Planning
  • Real Estate Transactions
  • Merger & Acquisition Structuring

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