 |
|
 |
 |
| Services >> Personal |
| With our professional experience, extensive knowledge and proactive approach, SVA professionals can anticipate the needs of our individual clients. We serve as a partner that help guide you through the complex process of getting your financial affairs prioritized and in order. |
|
- Federal and State
Income Tax Return Preparation and Compliance
All individuals and businesses want to reduce their
income tax liability anyway that they can. With experience
in many different industries, our professionals work
with you to minimize the amount of your tax obligation
to the different taxing authorities.
- Tax Planning and Reporting
Tax planning is the key to minimizing taxes. We will prepare the personal state and federal income tax returns of the corporate shareholders as well as providing year-round tax planning as the need arises.
- Multi-state/International Tax Planning
While we provide all of the traditional tax services, we help our client with their multi-state, as well as international, tax-reporting obligations where appropriate.
- Trust and Estate Management Services
Our estate planning professionals work closely with you to identify and work toward your goals with regard to wise planning and decision-making for your estate.
- Financial Planning/Wealth Management
Working as your advocate, our team of financial planners will provide an unbiased resource to help you achieve financial success.
- Tax Authority Liaison
Our seasoned professionals have represented clients in both IRS and state government audits involving income, sales and payroll tax issues.
- Divorce and Separation Tax Planning
The area of divorce taxation is multi-faceted and our goal is to help you avoid unforeseen tax consequences.
- Personal Property Tax
Taxes on real and personal property generally comprise the largest component of the state and local tax burden. With our advanced knowledge of the Personal Property tax laws, we can take advantage of all available credits/exemptions available for Personal Property tax.
- Valuations
Clients routinely find themselves in a position of needing a "valuation" that is determined by an independent and objective professional. Whether you are negotiating value in a business or personal situation, our experience will assist you in moving toward a sound financial decision.
|
|
 |