Tax Planning & Compliance

  • Minimize Liability
  • Maximize Wealth

Understanding Tax Strategies

Tax strategies are not black and white. Various factors, such as status, location, and industry, come into play. Knowing the ins and outs of tax compliance, deferrals, credits, and more are essential to minimize liability and maximize your return. Our professionals help business owners and high-net-worth individuals create effective, long-term tax strategies.

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Our Tax Services

Whether you are an entrepreneur, family business or individual, our tax specialists collaborate with you to provide the following services.

  • Tax planning, research, return preparation and communication with all federal, state, and local agencies
  • Liquidations, mergers, acquisitions, and reorganizations
  • Consolidated tax returns
  • State, multi-state, and local income taxes
  • Estates and trusts, planning, and return preparation
  • Gift planning and gift tax return preparation
  • Succession planning and transfers of business ownership
  • Retirement planning
  • Audit representation

Our Tax Compliance process

Our process applies planning for daily and long-term operations, applying the latest in tax and compliance law, and ongoing tax advisory to get you the optimal tax result.

Our Review Process

  • 1
    Planning

    We obtain financial statements and other financial data in order to make projections and apply current tax laws.

  • 2
    Tax Compliance

    We obtain financial data for the client, apply current tax law, and deliver the tax return.

  • 3
    Ongoing Tax Advisory

    We offer guidance on adapting to compliance changes and addressing specialized tax considerations during situations that arise. 

Business Services

  • Federal Income Tax
  • State, Multi-State & Local Income Tax Returns
  • Consolidated Tax Returns
  • Research & Development (R&D) Studies
  • Cost Segregation Studies
  • Liquidations, Mergers, Acquisitions & Reorganizations
  • Succession Planning & Transfers of Business Ownership

High Net Worth Services

  • Federal Income Tax
  • State, Multi-State & Local Income Tax Returns
  • Gift Planning
  • Gift Tax Returns
  • Estate & Trust Planning
  • Liquidations, Mergers, Acquisitions & Reorganizations
  • Estate & Trust Tax Returns

Understanding Tax Strategies

Tax strategies are not black and white. Various factors, such as status, location, and industry, come into play. Knowing the ins and outs of tax compliance, deferrals, credits, and more are essential to minimize liability and maximize your return. Our professionals help business owners and high-net-worth individuals create effective, long-term tax strategies.

  • Detailed plans before the close of a tax year to help achieve financial goals.
  • Timely communication of tax law updates to take advantage of any last-minute changes.
  • Minimizing tax liabilities by applying current tax regulations & taking advantage of deferral strategies.
  • Maximizing wealth accumulation strategies using personalized plans.
  • Ensuring quality deliverables.
  • Communication tailored to your needs.

When You Choose KHA . . .

… you get more than just peace of mind. Here’s what to expect when your company or personal tax services works with our team.

We are dedicated to providing exceptional service to our valued clients. Our skilled team is here to ensure we meet your individual tax planning and compliance requirements effectively.

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Blog

The world of Tax is broad and complex. In our blog, we leverage our experience to share our perspective, guidance, and insights along with critical regulatory updates.