Tax Planning & Compliance
We tailor our services for each client, believing that a direct, hands-on approach is necessary to plan for and, where possible, take advantage of constantly changing tax laws.
Minimize your income tax liabilitiesEach business or individual client has a unique tax profile. At Schofer Dillberg & Co., we tailor our services for each client, believing that a direct, hands-on approach is necessary to plan for and, where possible, take advantage of constantly changing tax laws. A two-step service approach of proactive income tax planning and detail-oriented tax return preparation allows Schofer Dillberg & Co. to successfully help clients minimize their income tax liabilities.
Income Tax Planning Services
Successful tax planning occurs when the tax professional is able to combine a strong understanding of the client’s business practices and financial goals with an in-depth knowledge of the latest developments in the tax law. The tax professionals at Schofer Dillberg & Co. maintain frequent communications with clients to learn as much as possible about their business and/or individual goals. In addition, we actively monitor and review the latest tax law changes so that any potential tax planning ideas may be vetted and then implemented as soon as possible to maximize savings.
Income Tax Preparation Services
At Schofer Dillberg & Co., timely delivery of an accurate tax return that is fully compliant with the tax law is the standard for every one of our clients. Our tax preparation services include federal, state, and local tax returns for both businesses and individuals. Our tax professionals’ significant experience and education allow us to confidently handle the complex tax reporting issues affecting corporations, partnerships, LLCs, trusts/estates, and individuals.
Tax Services Offered:
- Individual tax
- Business entity tax
- Multi-state returns
- State and local consulting and compliance
AICPA Tax Adviser Newsfeed
- IRS official: New R&D credit documentation applies to amended returns
- Automatic extension for furnishing health coverage statements proposed
- Tax provisions in the Build Back Better act
- Further guidance issued on tax treatment of PPP loan forgiveness
- New user verification for IRS online accounts to be required by mid-2022