Bridging Compliance and

Taxes beyond the annual filing requirements.

Your tax return is more than a compliance document– it’s a critical piece of your bigger financial picture. A tax return can have a huge impact on your quality of life; for you, your family, and your business. Ask yourself these questions:

  • Do you need to integrate tax planning into financial planning?
  • Are you frustrated that your current accountant doesn't go beyond tax compliance to help you understand future implications?
  • Did you have a significant event in your life this past year (such as divorce) that could impact your taxes?
  • Are you facing increasing complexities due to tax legislation changes?

Our services:

  • Federal, state and local income tax compliance and planning
  • Multi-year tax projections
  • Tax strategies related to your investment planning and capital gains
  • Retirement planning and distributions from qualified plans and IRAs
  • Charitable giving planning
  • Responding to tax notices
  • Tax representation before federal and state taxing authorities

If you’re a business owner, you deserve the insight that only a true tax professional can offer. MarksNelson specializes in the complex returns of business owners, whose returns can directly impact personal returns. We pay special attention to strategies that can affect succession planning, retirement, and estate planning. Our goal is to constantly look for ways to minimize your tax liability so that you can increase your after-tax cash flow.