TAX SERVICES

Our approach to tax planning and consulting allows us to adapt our full range of tax planning and preparation services to a variety of circumstances. Individuals and businesses require many tax solutions based on their financial goals and current financial situation. Our goal is to provide sound tax planning advice, maximize after tax cash flow and minimize overall tax burdens in order to prepare you for a more prosperous future.

• Tax return preparation and planning for individuals, businesses, trusts and estates
• Extension and estimate preparation and planning
• Year-end tax consulting to defer or accelerate income and deductions
• Estate and inheritance tax returns
• Gift and generation skipping transfer tax returns

Estate planning for individuals involves decisions about the types of property to own, the form of ownership, taxation, life insurance and transitioning wealth through wills, trusts and gifts. For small business owners, the decisions involve the organization and operation of the business: from the succession plan to passing the business on to the next generation. The Lutz Tax team will assist you with preparing, developing and executing estate and succession strategies in line with your goals to ensure your financial future.

• Estate structure and planning with trusts, wills and life insurance
• Estate transfer procedures
• IRA and pension asset distribution
• Lifetime gifting
• Ownership transfer
• Change in control
• Funding the buy-sell agreement

Early stage tax planning is critical to transaction success. Our team will provide analysis and support for all types of business transactions including: acquisitions, mergers, joint ventures, equity investments and divestitures. We determine whether the transaction should be structured as a taxable or tax-free transaction or as purchase of assets or stock. Overall, the goal is to analyze all available business attributes to maximize their value and use.

• Analysis of tax consequences for mergers, joint ventures, acquisitions and divestitures
• Entity choice analysis
• Comparison of tax consequences of financing techniques for capital expenditures

Today’s state and local tax environment presents businesses and individuals with increasingly complex and demanding challenges, as well as significant opportunities. The Lutz State and Local Tax (SALT) group helps businesses and individuals navigate the myriad of state and local tax challenges and opportunities.

As one of the largest and most experienced group of dedicated SALT professionals in the region, our SALT experts will work closely with you to help you manage your state and local tax burden. Our goal is to familiarize our team with your business or personal situation so we can proactively help you to minimize state and local taxes, avoid unexpected liabilities, and take advantage of credit and incentive opportunities.

• Multi-state Nexus reviews
• State credits and incentives
• Sales and use tax
• Audit assistance and representation
• Unclaimed property consulting and compliance
• Private Ruling requests
• Due diligence and transaction planning
• Delinquent filer program/voluntary disclosure program
• Personal property tax
• Compliance outsourcing