Tax Planning & Preparation

Tax planning is one of the most important parts of your business and personal financial plan. ClarkSilva has the skills and the experience to help you minimize your tax liabilities. We utilize the most recent tax law changes and work proactively with our clients to structure transactions that will result in the lowest desired tax effect balanced with the maximum financial benefit.

We take a comprehensive approach to monitoring and understanding how the constantly changing federal, state and local tax laws, pronouncements, regulations, and various court decisions will impact you and your business. We apply that insight to help organizations design a tax planning strategy that will eliminate unexpected surprises at the time of filing. Our team maintains frequent contact with our clients throughout the year in order to ensure proactive tax planning.

ClarkSilva provides its clients with a complete and diversified tax service, including traditional tax compliance services relating to the preparation of federal, state and local tax returns for individuals, corporations, partnerships, LLPs, LLCs, trusts and estates. Among our team of professionals, we have numerous individuals with advanced tax degrees to provide maximum resources.

Our tax planning and preparation services include:

  • Federal, State, and Local Income Tax Planning and Compliance

  • Advanced Pension and Retirement Plan Strategies

  • Estate, Gift, and Trust Income Tax Planning and Compliance

  • Stock Option Planning

  • Family Wealth Transfer Planning

  • Like-Kind Exchange Strategies

  • Charitable Giving, Planning and Administration

  • Non-Profit Organizations Tax Compliance

  • Opportunity Zones

  • Merger And Acquisition Assistance

  • Business Entity Selection

  • Tax Projections

  • Business Succession Planning

  • Representation Before The Internal Revenue Service and State Tax Authorities

  • Cost Segregation Studies

  • Research and Development Tax Credit Studies

  • Multi-State Tax Planning and Compliance