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Tax Services 

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. We work with clients to ensure accuracy and compliance, while proactively identifying tax planning opportunities. Whether you are an individual, corporation, partnership, tax-exempt organization, or international entity, our expertise can develop tax strategies that take advantage of new tax laws and legislation.

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Domestic Tax services include:

  • Individual income tax planning, preparation, & compliance

  • Corporate income tax planning, preparation & compliance

  • Multi-state income tax preparation and planning

  • Payroll and Sales tax compliance

  • Tax research

  • Tax-free exchanges

  • Tax examination and Audit representation

  • Private Foundations  

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International Tax services include:

  • International business formation

  • Tax compliance and consulting for U.S. non-residents

  • Preparation of Foreign Bank Account Report (FBAR)

  • Foreign Account Tax Compliance Act (FATCA) reporting

  • Compliance matters related to interests in Foreign Corporations, Foreign Partnerships, Specified Foreign Assets and Passive Foreign Investment Company (PFIC)

Personal Financial Advisory

Our financial plans help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, or retirement plans. Our comprehensive financial plans are designed to align with a family’s personalized goals and strategies, covering every facet of their financial world.

 

Personal Financial Advisory services include:

  • Cash flow analysis 

  • Investment analysis & planning 

  • Tax evaluation & planning

  • Risk management and insurance planning

  • Retirement planning

  • Education planning

  • Charitable planning

  • Estate, gift, and wealth transfer planning

Business & Management Advisory 

We serve as trusted business advisors in the management of our clients’ businesses. Whether you are a fresh new start-up or an established business wishing to grow, we work closely with our clients to actively listen and evaluate their needs, recommend alternatives, and offer individualized, innovative, and well-researched solutions.

 

Business & Management Advisory services include:

  • Business entity selection

  • Business start-up and growth consulting

  • Organizational structuring or restructuring

  • Assistance with obtaining business financing

  • Cash flow planning and analysis

  • Financial projections and forecasts

  • Compensation planning and structuring

  • Stock option planning and implementation

  • Business Valuation services

  • Business purchase or sale transactions

  • Business succession planning

  • Mergers and Acquisitions (M&A) evaluation

  • CFO Services

  • Board of Director Services

Estates & Trusts 

Planning to protect and pass on the assets you have worked so hard for throughout your life to family members is an important part of taking care of your individual financial health. While many people think of large homes and a significant number of valuable possessions when they imagine an estate, the truth is that even everyday assets, such as savings accounts and cars make up an estate and are important to manage in the event of inheritance.

 

We develop and implement customized strategies that minimize estate taxes, maximize lifetime giving opportunities and protect assets for future generations. If you are concerned about your estate, or that of a family member, you should schedule a meeting with us to learn about your options.

 

Estate & Trusts services include:

  • Estate Planning – Advice on ways to minimize estate taxes

  • Consultation of various Trusts for asset protection

  • Preparation of Estate & Trust taxes including estate and fiduciary returns  

Wealth Management

As wealth advisors, we collaborate with Morgan Stanley to help you develop comprehensive strategies suitable to your investments & financial objectives. Morgan Stanley is a leading financial firm that provides wealth management and financial services to high net worth individuals, families, businesses and institutions. Our clients have access to Morgan Stanley’s asset management capabilities, as well as an array of investment products and services.

© 2018 Gaun & Company CPAs 

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