Tax Preparation and Planning

Wathen, DeShong & Juncker

Virtually every decision you make will have a tax consequence, and working with your tax professional year-round can help you make informed decisions resulting in minimized tax liability. Our tax planning will help you better understand the tax implications of any proposed course of action and enable you to make knowledgeable tax decisions.

With the complexity and continuous changes in federal, state and local tax rates and laws, strategic and proactive tax planning is the key to consistently minimize the amount of income, estate and other taxes your business or family pays. We are available to help you implement tax-saving strategies and review new legislation that will enable you to find the most effective way to save your tax dollars.

Our tax preparation and planning services include:

  • Tax return preparation for
    • Individuals
      • Self‐employed individuals
      • High‐net worth individuals
    • Corporations
    • Partnerships
    • Not‐for‐profits
    • Trusts
    • Estates
    • Employee benefit plans
  • Federal and state tax notice review, resolution and representation
  • Estate and gift tax planning
  • Financial forecasting and budgeting
  • Payroll tax
  • Sales and excise tax
  • Form 1099
  • Property tax renditions
  • Multi‐state taxation
  • Estimated tax payment planning and recommendation
  • Charitable giving strategies
  • Retirement plan distribution strategies
  • Roth IRA conversion planning