The ever-changing landscape of tax law can be difficult to navigate. You need an advisor you can trust to both keep your organization in compliance with federal, state and local tax laws, and to help minimize tax liabilities and maximize future opportunities. AAD provides a complete collection of tax services to individuals, corporations, partnerships, estates, trusts, tax exempt organizations and employee benefit plans. Our tax services include:
Corporate, Business and Organization Tax Services
Income tax compliance
Business tax compliance
State and local tax compliance
Multi-state apportionment
Pension and benefit plan compliance / Form 5500 filings
Not-for-profit organization compliance / Form 990 filings
Tax planning and minimization strategies
Tax credit and incentive maximization strategies
IRS and FTB audit representation
Business structure and entity selection
Business purchases and sales
Merger and acquisition analysis
Dissolutions
Succession planning
Accounting methods consulting (inventory, UNICAP, depreciation, etc.)
Like-kind (1031) exchanges
Executive compensation planning
Individual Tax Services
Income tax compliance
State and local tax compliance
Tax projections
Tax planning and minimization strategies
Tax credit and incentive maximization strategies
IRS and FTB audit representation
Expatriate taxation compliance and consulting
Retirement planning
Education planning
Charitable gifting strategies
Estate and Trust Services
Estate tax compliance / Form 706 filings
Trust tax compliance / Form 1041 filings
Gift tax compliance / Form 709 filings
Estate planning
Trust accounting
Litigation support