Tax Preparation & Services
BatesCarter provides an assertive tax strategy to preserve your wealth.
You work hard for your money. You want to keep as much of it as possible. BatesCarter provides taxation services for:
- Estates & Trusts - Foreign & Domestic
Not only can we help you minimize your current tax burden, we can also assess your long-term tax potential to create a tax strategy that will help you protect your assets far into the future.
A Proactive Approach.
We take your tax position personally. We dig deep to find deductions, credits and other tax savings. Our goal is to make sure that you do not pay any more than you owe, using every general and industry-specific tax break available.
We proactively assess your tax situation and come to you with ideas on how to reduce your tax liability and avoid the tax traps that exist for every taxpayer. Whether your tax issues are simple or complex, BatesCarter can handle them.
A Progressive Plan.
We have long-term relationships with our clients, ongoing tax consulting is a natural extension of our work.
In addition to tax return preparation, BatesCarter offers tax planning services, including:
- Business Succession Planning
- Estate Planning
- Retirement Planning
- Compensation Planning
We can help put these mechanisms into place to make this approach work for both businesses and individuals.
We will see to it that what you have worked hard for will be available for the benefit of your business, family and community for years to come. When it comes to taxation, we are on your side. We are advancing your position. Always.