Tax

The JGR tax team has experience in a wide variety of tax issues and business entities.  They understand the ever changing tax laws and maintain their expertise through continuing education courses, conferences and the Masters in Taxation program.

Tax Compliance

Services available include the following:

• Preparation of federal and state individual income tax returns
• Preparation of corporation, S corporation, partnership and LLC returns
• Preparation of tax returns for trusts, estates and gifts
• Preparation of foreign information returns including Forms 5471, 5472 and TD F 90-22.1

Tax Planning

Tax planning services focus on advising clients on minimizing tax liability, while complying with various federal and state laws.  Services include:

• Year-end tax planning for individuals and their closely-held businesses
• Advice on structuring the purchase, sale, or start-up of a business
• Advice on structuring large transactions including real estate or sale of stock
• Change of accounting methods and  periods
• Multi-state tax issues

Tax Resolution

Members of the JGR tax team help individuals and businesses resolve tax disputes with federal and state authorities, as follows:

• Tax audit representation
• Penalty abatement requests
• Amended tax returns
• Review of tax notices

Client Testimonial:

“Your firm has been doing my taxes for over forty years and I much appreciate the performance and relationship I have enjoyed throughout that period.”
 
Robert P. Gledhill

"Thank you so much for inviting me to the (tax planning) seminar. It was very interesting and well done."
Sincerely,

Howard Way

2018 Tax Planning Seminar