Tax Planning & Preparation

What Our Clients Are Saying

The team at PBMares is very knowledgeable about issues that impact our company. We file multi- state tax returns and they help us navigate the related challenges and opportunities. Engaging PBMares is like having a staff person working in the office. They are incredibly responsive.

Jack L. Ezzell, Jr.
Founder & Chief Executive Officer
Zel Technologies, LLC

PBMares > Services > Tax Planning & Preparation

Tax Planning & Preparation



No one wants to pay more tax than absolutely necessary. Because our tax system is constantly changing and increasing in complexity, it’s often difficult to determine what the impact will be. Since every business decision you make has a future tax ramification, it is important that you engage a trusted tax professional to help you assess the impact of business decisions.

At PBMares we go far beyond simply preparing state and federal tax forms. Our intimate knowledge of your business and the environment in which you operate allows us to take advantage of all the options available. We place heavy emphasis on tax planning and use sound strategies to ensure that you are paying the least amount of tax possible. Working with you throughout the year, we will develop an integrated and flexible tax plan that considers corporate, individual and estate factors for tax minimization.

Our team members are separated into specializations within this service area, so we can be sure we are up-to-date on different technical aspects related to the services listed below. This is your assurance you have a “go to” person on any issue in this service area.

PBMares Year End Tax Planning Guide 2016-2017


Services

Our comprehensive regulatory compliance services include:

Tax Preparation

  • Corporations
  • Partnerships
  • Limited Liability Companies
  • Individuals
  • Estates and Trusts
  • Not-For-Profits
  • Retirement Plans

IRS Support

  • Tax Litigation
  • Interpretation of Tax Law
  • IRS Audit Support

Estate Planning

  • Review of Wills
  • Detailed Estate Plans
  • Trusts

Litigation Support

  • Divorce
  • Forensic Accounting
  • Bankruptcy

 

International Tax – Consulting Engagements

  • In-bound Commercial and Investments
  • Out-bound Commercial and Investment
  • In-bound Family Tax and Wealth Planning
  • Transfer Pricing
  • Foreign Tax Credit Planning and Computation
  • Multi-national Planning
  • Estate and FIRPTA planning
  • Income Tax Treaty Analysis
  • Totalization Agreements
  • 5471 and 5472 Reporting and Related Tax Compliance
  • Income Tax Treaty Disclosures
  • Foreign Income Exemption Form 2555
  • IRC 199 Deduction
  • Foreign Bank Account Reporting

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