Tax Planning & Compliance
Edelstein & Company LLP provides a full range of tax services for its individual, corporate, and nonprofit clients.
There are tax implications associated with virtually every investment decision and business transaction. Therefore, receiving good tax and strategic planning guidance from professionals who are experts in understanding the challenges and subtleties of tax matters is essential in anticipation of making any significant financial decision.
Use this link to access our 2012-2013 Online Tax Guide,
which will be updated as tax laws change.
Serving individuals, partnerships, and privately-held corporations, as well as estates, trusts and nonprofit entities, Edelstein & Company’s tax professionals have a combination of skills, training and creativity that helps our clients prosper in an environment of increasing complexity and scrutiny. In addition to tax preparation services, we also provide entity structure and tax planning services. This suite of comprehensive services helps our clients achieve their financial goals in the most tax advantageous way possible. We advise clients about potential tax regulatory changes which might impact them, and help them find the best solutions.
We have successfully guided corporate clients through all phases of their growth cycle – from startup through development to a mature state, including succession to the next generation. Some clients have determined that a merger, acquisition, or public offering would achieve their desired business goal, and they have utilized the expertise of our Tax, Consulting, and Valuation services toward that end.
When a company is doing business internationally, the situation becomes that much more complicated. Edelstein & Company has international in-house expertise, and through our affiliation with AGN International, we are able to provide tax services to companies as they expand their international reach.
Our Tax Planning and Compliance services include the following areas:
- Personal financial planning
- Family business tax and succession planning
- International taxation
- State and local tax
- Estate and gift tax
- Mergers & acquisitions
It is our goal to provide clients with customized, comprehensive, and effective solutions to satisfy their personal and corporate goals, and meet the requirements of all aspects of federal, state, and international tax law applicable to them. We encourage clients to openly communicate with us on any tax questions they may have.