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Tax Planning

It is our job to see that you pay no more tax than the law requires.

We monitor the changes in the tax law that could affect you and recommend tax saving strategies. We will prepare all of your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your business.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. We are here to put tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example
  • Investing your money to produce income that is exempt from either federal or state income tax, or both.

Call us for a no-charge initial conference. We will discuss your financial and tax situation and determine how we can help you.

What are your chances of being audited by the IRS?

Tax Preparation

PUTMANGROUP provides a full range of tax services which include the following:

  • Preparation of federal, multi-state and local income tax returns
  • Individual and corporate tax planning
  • Representation during examination of returns by the Internal Revenue Service and other taxing agencies
  • Estate and retirement planning advice
  • Tax compliance advice
  • Structuring of entities for future tax benefits and succession planning
  • Property tax administration and representation
  • Sales tax administration and representation

Our firm's tax department has the knowledge and expertise to meet your tax needs. We are fully versed in the recent changes in the tax law and are prepared to put our expertise to work for you. We can help you review your current tax situation and find ways to minimize your tax burden.

Sales Tax Preparation

We prepare all sales tax registrations and filings in most states. PUTMANGROUP also offers full sales tax audit representation.

IRS and Government Agency Representation

Without a doubt, a very stressful experience to endure, and certainly not something you should enter into without the benefit of our expert tax advisory.

At PUTMANGROUP, we will assist you, and provide you with professional representation for all technical tax issues, penalty assessments and negotiations to resolve payment of tax deficiencies. We are experienced in dealing with all taxing authorities, not just the IRS.

We can make sure that you understand exactly what's going on and see to it that you are properly and fairly represented.  Even if we didn't prepare your returns, just give us a call.