Tax Planning is not tax preparation
Matthew H. Siegerman, CPA & Master of Science in Taxation is an expert in tax planning. Some of our tax strategies revolve around Roth and Traditional IRA plans, SEP & Simple IRA plans for businesses, S Corp to C Corp analysis, 1031 Exchanges, R & D tax credits, Tax loss harvesting, Depreciation analysis, Installment sales, and a myriad of other tax saving plans
Benefits of Tax Planning
We follow a working framework to develop a tax strategy that eliminates the risks of penalties. We construct a year-round tax strategy with refined credit structures with an in-depth evaluation of your financial information. Accuracy in punctual tax filling lowers a state or IRS audit risk. Get customized services for both businesses and individuals and reach financial stability.
Our Experience Raises the Bar
Efficient tax strategies require proficient knowledge of the updated tax codes. At Siegerman & Company, our team encourages continued education, upgrading to new tax codes and regulations while analyzing their impacts on our clients. With our understanding of tax details, your business is compliant with all state and federal tax regulations.
Strategized Business Structure
In addition to more savings with our tax plans, we offer other tax-related services to help you stay up-to-date with minimized tax obligations at year-end. These include: