C. P. Schumann, P.C.
Business Valuation, Accounting, and Litigation Support

Preparation and Planning

Tax Services

Our experienced professional staff handles all federal and state income, gift, estate, franchise and sales tax compliance and planning requirements, including:

  • Preparation of federal and state tax returns for individuals, corporations, partnerships, trusts, estates and tax exempt organizations
  • Estate tax planning
  • Business succession planning
  • Planning for mergers, acquisitions and business divestitures
  • Strategic business planning (knowing where you want to go)
  • Multi-state tax planning
  • Individual and business income tax planning
  • Retirement planning

In addition to tax planning and preparation, the following are some of the additional areas in which we can provide assistance:

  • General compliance matters
  • Representation on tax examinations or litigation before the Internal Revenue Service, state, and local taxing authorities
  • Assistance in corporate reorganizations, liquidations, & dissolutions
  • Corporate or partnership structuring including the use of trusts, family limited partnerships, LLPs or LLCs
  • Asset & depreciation management
  • Buy/sell agreements
  • Assistance in the creation of trusts
  • Analysis of tax-advantaged investments
  • Consulting on gift & estate tax issues
  • Employee stock options

Request a consultation or submit a question.