You want to preserve your wealth.
You work hard for your money. Naturally, you want to keep as much of it as possible. We understand. BatesCarter provides taxation services for individuals, corporations, partnerships, estates and trusts - both foreign and 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 assests far into the future.
BatesCarter can help with an assertive tax strategy.
A Proactive Approach.
We take your tax position personally. We like nothing more than digging deep to find deductions, credits and other tax savings. Of course, our tax work is technically proficient and absolutely meets the letter of the law. But we are as assertive as possible on your behalf. Our goal is to make sure that you don’t pay a penny 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 don’t disappear after tax season. Because we have such 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 both estate tax and business succession planning.
A sound tax strategy will address long-term goals in terms of compensation, benefits, retirement plans, business exit scenarios and estate planning. A sound tax plan will put into place the mechanisms to make this strategy work for both businesses and individuals.
We will see to it that what you have worked so 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.
Navigating your way through tax matters can be a difficult task and we want to make sure we provide all the resources so that you can keep as much money possible. Take advantage of our tax calculator or simply give us a call today to speak to one of our tax professionals.
Estates and Trusts
State and Local Tax
Tax Planning and Compliance