Tax Planning Guide
Who We Serve
We work extensively with individuals, families and business owners, focusing on ways they can increase deductions, split income among family members, structure their investments in a way that produces income that is tax exempt, and take full advantage of available tax credits.
Reduce Your Tax Exposure
In areas of taxation, Geffen Mesher’s approach is to help you take full advantage of opportunities that reduce your exposure on the local, state and federal side with planning that reflects your business and personal goals.
A great deal of our planning goes into supporting businesses that have large investments tied up in inventory. Here, we work within the context of a client’s inventory accounting method, and will perform a best practice analysis in order to ensure an existing method is truly supporting a business’s tax picture.
Beyond projections and analysis, we provide:
- Tax research
- Return preparation
- Multi-state and international planning and compliance
- Sales, use and excise tax consulting
- IRS, state and local representation
Forward-Thinking Tax Plan
In building a team of experts across industry groups, client types and focus areas, Geffen Mesher is primed to apply our knowledge to creating a forward-thinking tax plan that changes as you change, whether you are concerned over personal assets, or focused on the shifting needs of your company.
When working with individuals and families, we shift our focus toward ways they can increase deductions, split income among family members, structure their investments in a way that produces income that is tax exempt, and take full advantage of available tax credits.
Choose Geffen Mesher as your expert tax planner.