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Tax Planning and Preparation

Our Tax Planning Services

We believe it’s our responsibility to understand your personal financial goals – and your business – and to recognize how both will be impacted by changes in the tax laws.

Our clients are primarily business owners and corporate officers whose personal finances are directly related to their business. We are available to meet throughout the year to suggest proactive strategies for you and your business. These may be in the areas of determining entity structure, estate planning, income tax planning, business strategy, or corporate taxes – whatever it takes to help you achieve your goals while minimizing your taxes and staying in compliance with the tax code.

Your tax advisor should be proactive rather than reactive.

Income Tax Planning

If your financial circumstances change significantly from year to year it’s important to discuss those changes with your tax advisor. We can prepare tax projections so that you can adjust your estimates or withholding or allow you to make decisions that can minimize your income tax liabilities.

Estate Planning

Should the inevitable happen sooner than later, do you have an estate plan in place that will allow your heirs peace of mind when handling your financial affairs? We are here to answer your questions about tax matters related to estates and trusts and can advise you on a plan to meet your goals.

Corporate Tax

Corporate tax clients often face challenges to meet continually changing filing requirements based on tax law or changes to corporate structure. Our experts will work with you as trusted advisors to gain a deep understanding of your business and provide you with solutions to minimize compliance exposure.

Tax Exempt Organizations

An organization may be exempt from paying income tax but that does not mean it is exempt from filing tax returns. Don’t let a missed deadline put your exemption status in jeopardy. Our experts can help you to determine what forms you need to file and when. Just getting started? We can help you with the IRS exemption application process!

Client Testimonials

We enjoy working with Kindred. They do our payroll and help with monthly balance sheet closing, along with preparing our business and personal taxes. As we have grown they have been a valuable strategic partner, helping us to plan around tax and organizational issues. They play a huge role in the success of our business and adapt to the needs of our hospitality-focused company.

Codi Bates, Bates Co.

Kindred is thorough and responsive. They are helpful in entity structure and planning matters and stay on top of current tax laws. They always make me feel like their favorite client!

Patrick Alderdice, Pennington & Company

McGrew Real Estate, Inc has worked with the team at Kindred for many years for our payroll, tax returns and accounting needs.  They always provide exceptional service.  I trust them for my personal returns and LLC’s too.

Mike McGrew, McGrew Real Estate Inc.

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